"Navigating Q1FY25 Challenges and Opportunities: Hiren Ved's Analysis of Market Trends, Capital Expenditure, and Economic Momentum" 00:10:00
Hiren Ved is the Director & Chief Investment Officer at Alchemy Capital Management, where he oversees investment strategies and market analysis. In the September 2024 edition of Market Views, Ved discusses the Q1FY25 results, providing insights into sectoral trends, capital expenditure, and order inflow for capital goods companies. He attributes the subdued performance to seasonal factors and elections but remains optimistic about economic recovery in the following quarters, emphasizing the importance of long-term capital allocation strategies.
