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Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment. On this episode, Shrey Loonker, Senior Vice President and Fund Manager PMS at Motilal Oswal AMC talks to host Anupam Gupta about one of the most important sectors in India and probably even the world - the infrastructure and capital goods sector. They talk about what the sector constitutes of, how it's evolved, what the future for the sector looks like, how do you assess a company to invest in, and more. You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app. You can check out our website at http://www.ivmpodcasts.com/ See omnystudio.com/listener for privacy information. |
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