NSE IPO, Bata revival and Nykaa growth: Gaurang Shah's market playbook (opens original article in a new tab)

Gaurang Shah of Geojit Investments outlines his investment strategy focusing on Bata India's leadership changes, Nykaa's AI initiatives, and preferred sectors like defence, asset management, and power, while highlighting the significance of the NSE IPO and advocating for long-term investing.

• Gaurang Shah of Geojit Investments highlights Bata India's need for fresh leadership to revive its performance
• Shah maintains a positive outlook on Nykaa's AI-driven growth strategy but advises caution for investors
• Defence, asset management, and power sectors are Shah's top investment bets for the next year
• NSE IPO is seen as a significant positive development for India's capital markets
• Shah emphasizes long-term investing in fundamentally strong businesses over short-term market fluctuations