Varun Manmohan Kapur Yes Bank Shares Ideas on Investment

Whether it be debt or equity, in general, the level of risk is lower when investing in bigger companies. This got further exacerbated in the backdrop of the pandemic, smaller companies with their lower levels of resilience and limited sources for raising financing resulted in positive economic outcomes for larger players. Their already high market shares got a further fillip as suppliers, distributors, financiers, customers all resorted to ‘safer’ and ‘trusted’ brands. Apart from growth, this enhanced market share provided a cushion against lock-downs, lowering demand during the pandemic, says Varun Manmohan Kapur.

This thesis is visible in the outsized returns over the last one year (during which there were 2 lock-downs) generated by these large private players with high market shares in their respective business segments (equity returns mentioned below exclude dividends):

Bajaj Finance – 95%
L&T – 79%
Asian Paints – 74%
Pidilite Industries – 71%
Titan Industries – 63%

Varun Kapur Yes Bank Shares his view on Investment Portfolio and Real Return.

Location: India

Comments

  1. Shivi World28 July 2021 at 23:44

    A good investment is not a cup of tea , but sometimes the small company shares also gives you good returns but it is totally depends upon the market situation.

    ReplyDelete

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