Hemang Jani, maintains a neutral view of the oil and gas sector. However, he supports his firm’s interest in Indian Oil Corporation (IOC) due to its successful market share in refining, its pipeline network, and impressive dividend returns. From the recent news of JLR’s increased infrastructure investment to 15 billion GBP, Jani notes a positive outlook for Tata Motors and potentially favourable impacts on Godrej Property and financials such as Poonawalla Fincorp and M&M Financials in the NBFC sector.
Subscribe To Our Free Newsletter |