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Current Investment Cycle Is On The Cusp Of A Turnaround, Says Spark Capital
Spark Capital Advisors' Ganeshram Jayaraman on the current investment cycle, sectoral bets and more.
12 Jul 2021, 09:14 AM IST
The current investment cycle is on the cusp of a turnaround and industrials should be judged by their earnings profile and not valuations, according to Ganeshram Jayaraman of Spark Capital Advisors.“Demand recovery, industry consolidation and inflation have come together for the first time in 20 years, and this combination should lead to pricing power,” Jayaraman, managing director at the financial services firm, told BloombergQuint’...
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