Shikhara Investment is taking a selective approach to the consumption space, favouring autos, hospitality, hotels, travel, and tourism, while staying cautious on certain consumer staples due to high valuations. Founder and CIO Rahul Chadha, pointed out that some segments, like paints, value retail, and quick commerce, face rising competition and margin pressures, making them less […]
Rahul Chadha recommends buying the market on dips, favours large caps – CNBC TV18
Rahul Chadha, Founder and Chief Investment Officer (CIO) of Shikhara Investment Management believes the market presents a good opportunity to buy on dips over the next three to six months. “We are going out and telling our investors that next three to six months give you an opportunity. For India, specifically, large caps become attractive, […]