Amisha Vora

PL Capital's much-awaited India Strategy Report is now live amidst the Q4 FY25 earnings season and a 90-day pause on Trump tariffs! Click the link below to access the full report! https://t.co/HUV14f7J57

🇮🇳 Domestic Demand & RBI Response: While food inflation has significantly eased, this benefit is yet to fully translate into improved consumer sentiment and spending. Despite positive factors like normal monsoons and government capex/tax cuts, global cues create a hazy outlook.

🎯Revised Nifty Target: Valuing the NIFTY at a 7.5% discount to its 15-year average PE (17.5x on a March 2027 EPS of 1460), PL Capital research arrives at a 12-month target of 25,521 (down from our previous 25,689). A must-read for all investors!

....that Rashim Bagga and his dedicated team of young minds poured into bringing this vision to life, alongside our guidance. Manoj Kumar, Executive Director of IMD-SEBI, launched the portal. (2/n) https://t.co/Bcm8LvedtN

Finally, a centralized hub offering in-depth data on PMS AUM & client counts, IA performance benchmarks (filterable by discretionary/non-discretionary), strategy specifics (inception, minimums, fees), fund manager insights, & turnover details. All of this at lightning fast search

This will empower investors with the knowledge they need for sharper decision making. Not just investors, distributors and wealth managers, fund managers, regulatory and market aggregators are all going to benefit. https://t.co/EhwMYKkBZg Kudos to APMI 😀

Witnessed a pivotal moment for the Indian investment landscape at the APMI Insights Portal launch! 🎉 As Directors of the Benchmarking and Valuation Committee (Hiren Ved of Alchemy Capital and I), we recognize the immense effort.... (1/n) https://t.co/PSBgKBxleN

Happy Mahavir Jayanti to all🤍 https://t.co/r5FMZVsl9U

We have entered a new global world order, with US President Donald Trump announcing sweeping reciprocal tariffs across economies. It is increasingly evident that globalisation could take a backstage as protectionism comes to the forefront. https://t.co/VyRkt50Ian

At PL Capital, we continue to monitor these developments by the minute, and tomorrow we are joined by Ajay Srivastava, Founder of Global Trade Research Initiative (GTRI), as he deciphers the impact of U.S. tariffs and India’s aggressive FTA push.

A must-attend for all investors! https://t.co/t1BhMdmWGJ