Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • Rs 1,000 SIP grows to Rs 2.25 crore: THIS top-rated Nippon India fund delivers 23% CAGR since launch – Money News
    • Chainlink Offers Data Streams for U.S. Equities and ETFs
    • Mutual funds invest ₹5,294 crore in IPOs during June quarter, focus on small cap growth: Ventura
    • SEC staff statement on liquid staking may pave way for staking in spot Ether ETFs
    • Judge blocks Trump admin. from reallocating billions in FEMA disaster relief funds
    • Northrop says investments position company for Golden Dome missile defense demand
    • U.S. Proposes Visitor Visa Bonds Up To $15,000 To Curb Overstays
    • Property118 | London climbs to top spot in Collier’s residential investment rankings
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    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)



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    Rs 1,000 SIP grows to Rs 2.25 crore: THIS top-rated Nippon India fund delivers 23% CAGR since launch – Money News

    August 6, 2025

    Best performing mutual funds in 3 years: Top 10 equity schemes with up to 133% absolute returns – Money News

    August 5, 2025

    Mutual fund houses allocate Rs 5,294 crore in IPOs, backing small-cap growth stories

    August 5, 2025
    Leave A Reply Cancel Reply

    Top Posts

    Rs 1,000 SIP grows to Rs 2.25 crore: THIS top-rated Nippon India fund delivers 23% CAGR since launch – Money News

    August 6, 2025

    Qu’est-ce qu’un green bond ?

    December 7, 2017

    les cat’ bonds deviennent incontournables

    September 5, 2018

    ETF : définition et intérêt des trackers

    May 15, 2019
    Don't Miss
    Mutual Funds

    Rs 1,000 SIP grows to Rs 2.25 crore: THIS top-rated Nippon India fund delivers 23% CAGR since launch – Money News

    August 6, 2025

    Do you think it is possible to become a crorepati by investing just Rs 1,000…

    Chainlink Offers Data Streams for U.S. Equities and ETFs

    August 5, 2025

    Mutual funds invest ₹5,294 crore in IPOs during June quarter, focus on small cap growth: Ventura

    August 5, 2025

    SEC staff statement on liquid staking may pave way for staking in spot Ether ETFs

    August 5, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Mutual fund investors pivot to safety of large-cap stocks amid market slide

    February 12, 2025

    Sneak Peek into Actor Saif Ali Khan’s Investments & Ventures

    August 16, 2024

    SEC Raises Legal Questions Over Proposed Ethereum, Solana ETFs

    June 1, 2025
    Our Picks

    Rs 1,000 SIP grows to Rs 2.25 crore: THIS top-rated Nippon India fund delivers 23% CAGR since launch – Money News

    August 6, 2025

    Chainlink Offers Data Streams for U.S. Equities and ETFs

    August 5, 2025

    Mutual funds invest ₹5,294 crore in IPOs during June quarter, focus on small cap growth: Ventura

    August 5, 2025
    Most Popular

    ₹10,000 monthly SIP in this debt mutual fund has grown to over ₹70 lakh in 23 years

    June 13, 2025

    ₹1 lakh investment in these 2 ELSS mutual funds at launch would have grown to over ₹5 lakh. Check details

    April 25, 2025

    ZIG, BUZZ, NANC, and KRUZ

    October 11, 2024
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.