“India’s Growth Story intact, PSUs Will Do Very Well Going Forward”- Nilesh Doshi | ET Now

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As we near end of 2022 Nilesh Doshi, Managing Partner, Green Lantern Capital LLP joins ET NOW to gives us a glimpse of 2022 and way forward. Overall, he believes 2022 was filled with global headwinds with fear of recession/slow down due to all central bankers tightening liquidity through hike in interest rates.

“Stayed away from IT and Pharma on the back of challenging macro tailwinds. On the flip side, invested in Capital goods, PSU banks which has worked very well for us” says Nilesh Doshi. He also explains rationale behind investing in pipe companies. He believes as world economy normalizes demand for oil & gas will go up. On longer term, strongly believes capex will come back in this space. Listen In!
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