Demeter Advisors’ Ashwini Agarwal sees opportunity in private banks, FMCG, avoids AI & defence bets
Ashwini Agarwal, Founder & Partner, Demeter Advisors, said private sector banks and fast-moving consumer goods (FMCG) companies currently offer some of the strongest opportunities as earnings growth improves and valuations remain reasonable. He also said he is turning incrementally constructive on IT services companies due to rupee weakness and potential demand linked to artificial intelligence-related…
