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Shift in the market share from unorganized to organized players will aid structural growth: Neil Bahal
Shift in the market share from unorganized to organized players will aid structural growth: Neil Bahal
Neil Bahal, Founder and Fund Manager, Negen Capital joins ET NOW to decode how investing is panning out in the current market scenario. “True investing means buying best quality asset at best quality price” says Neil Bahal. He lays bet on various stocks and explains the key rationale behind his portfolio composition. GMR Infra he believes is an attractive bet, as company want to unlock value and list airport business separately. Poonawalla Fincorp is an example of special situation investing wherein new promoter takes the guard and makes key changes. Unlike America, he believes special situation investing is a very ignored style of investing in India. Furthermore, he lays his bet on CarTrade. He believes used car segment is a one of the most extraordinary business leading towards structural growth as there is shift in market share from unorganized to organized players.
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