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Market Master LIVE: Ravi Dharamshi On India's Next Big Investment Opportunities

Market Master LIVE: Ravi Dharamshi On India's Next Big Investment Opportunities

Shailendra Bhatnagar
Shailendra Bhatnagar
  • New Delhi ,
  • Jul 1, 2026,
  • Updated Jul 2, 2026, 10:52 AM IST

As D-Street rings in July with a strong surge above the 24,000 mark, find out how to position your portfolio for the rest of 2026. In this exclusive segment, Shailendra Bhatnagar sits down with market master Ravi Dharamsi, founder & CIO of ValueQuest Advisors. As a global shift toward supply chain resilience and energy security unfolds, Dharamsi explains why traditional IT labor arbitrage is a thing of the past and why he has zero allocation to IT services. Instead, he decodes where the real multi-bagger value lies: the capital goods sector and CDMO pharma players. Tune in for his expert top-down macro lens and high-conviction strategies to capture massive private CapEx growth!