In past couple of months, a number of research reports have expressed concerns over the rural demand in the wake of intense second wave of pandemic and subsequent lockdown of economic activities. Some consumer facing corporates have also expressed similar sentiment in their interaction with analysts and investors. In this episode of FinTrekk, we discuss few points which investors should understand before forming any negative view on the consumption theme. We also talk about our observations from #scuttlebutt activities done in nearby states around NCR.
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No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)
Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.
He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.
He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.
He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.
