Скачать или смотреть Wealth Creation from Sectoral Trends | Mr. Amit Doshi | Care Portfolio Managers

Watch this informative video on Wealth Creation from Sectoral Trends, filled with in-depth sectoral analysis by Mr. Amit Doshi, Co-founder & Investment Director of Care Portfolio Managers.

In this webinar, Mr. Amit classified the presentation into 4 major topics –
1. Learnings from the Past
2. Triggers for Sectoral Trends
3. How to Participate in Sectoral trends
4. Sectors to look out for in 2022

In his presentation, Mr. Amit made detailed analysis of some of the key sectors like – the Pharma sector, Specialty Chemical sector, Sugar Sector, Paper sector, Automobile sector, and Defense sector.

In each of those sectors, he explained the sectoral Growth triggers & their impact. He also illustrated the past performance of these sectors with respect to their benchmark.

Towards the end, Mr. Amit answered questions from the audience, touching upon topics like – Effect of digitization on the paper Industry, the outlook on the IT Sector, the One nation One Fertilizer policy, the Defense sector, and much more

About the Speaker:
Mr. Amit Doshi is currently the Director at Care Portfolio Managers Pvt. Ltd. (‘Care PMS’) and is contributing for more than 10 years. His role at Care PMS includes Research and Portfolio Management. Previously, he was a part of PricewaterhouseCoopers Private Limited & RSM & Co. for more than 9 years.

Mr. Amit has contributed articles/views to leading newspapers and newsletters. He has made presentations on equity markets as a speaker on various platforms. He is a Chartered Accountant and has cleared level II of Chartered Financial Analyst (USA).

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Here is the timestamp of contents shared in this insightful video:
00:00 Introduction
05:48 Sectoral Approach & Performance
10:32 Pharma Sector
17:50 Specialty Chemicals Sector
23:33 Sugar Sector
30:05 Identification of Triggers
39:01 Paper Sector – Growth Triggers
46:32 Sectors for 2022 #1 Automobile Sector
52:38 Sectors for 2022 #2 Defense Sector
55:42 About CARE Portfolio
57:43 Investing in Small-Cap
01:00:00 Digitalization & Paper Industry
01:03:00 Potential of Insurance & AMC
01:05:10 EV & Auto Sector
01:07:01 Expected Disruptions
01:08:46 IT Sector
01:11:34 Defense sector
01:14:17 Metal Sector & Approach of CARE PMS fund
01:20:01 Turnover ratio & Performance
01:22:10 One Nation One Fertilizer Policy
01:24:08 Risk Management & Unlisted space
01:28:53 Conclusion

𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: PMS Bazaar provides these webinar videos to give investment insights and exposure to Alternate investment products. The views expressed by our guests are their own, and their product presentations featured in these webinar videos do not imply an endorsement of those products or their AMC. Views and Opinions expressed by our Webinar Hosts do not necessarily reflect the views of PMS Bazaar.