Defence, exports and platform companies among top market themes: Envision’s Nilesh Shah
Envision Capital founder Nilesh Shah believes India’s new-age platform companies are entering a multi-year growth cycle similar to the IT services boom of the 1990s, with strong earnings growth, improving cash flows and a sharper focus on profitability despite sharp stock price corrections. He says several internet, fintech and consumer-tech businesses continue to grow at … Read more
