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    Home»Mutual Funds»Invesco Mutual Fund sees growth potential in quick commerce & EMS companies
    Mutual Funds

    Invesco Mutual Fund sees growth potential in quick commerce & EMS companies

    January 22, 2025


    Invesco Mutual Fund remains optimistic about the growth potential of quick commerce and leading electronics manufacturing service (EMS) companies, according to its Chief Investment Officer, Taher Badshah. Despite past concerns over high valuations in these sectors, the firm sees strong long-term prospects.

    Badshah explained that these sectors are expected to continue growing at a rate much faster than the broader market. While valuations had previously become excessive, Invesco recognised this but chose to maintain some investments in these areas.

    “We were aware of that, and we have continued to hold some of these names because the fact that the pathway to growth and the visibility as far as longer-term growth is concerned, is still much higher than some of these parts of the market,” he added.

    Badshah stated that some companies in these sectors are now moving toward more reasonable valuation levels. He suggested that as these businesses sustain strong returns on capital employed (ROCE) and return on equity (ROE) over time, their valuations might settle at the lower end of their historical valuation ranges.

    Also Read: Quick commerce is not for the faint-hearted, says Envision’s Nilesh Shah

    Drawing parallels with consumer and fast-moving consumer goods (FMCG) stocks, Badshah said that many businesses with strong structural drivers have managed to support their valuations over the long term. He believes the same could apply to sectors like digital commerce and capital market-related businesses, which have robust, long-term growth drivers that should underpin their valuations.

    Also Read: WEF 2025 | India’s quick commerce has room for 7-8 players in the short run, says Blinkit CEO

    For the entire interview, watch the accompanying video

    Catch all the latest updates from the stock market here

    (Edited by : Unnikrishnan)



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