Mahesh Nandurkar expects double-digit market returns over 12-24 months

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Nandurkar sees large private banks as potential compounding stories. The real estate sector, he noted, is currently in its third year of an upcycle. He highlighted a unique aspect of realty stocks, explaining that they often respond to pre-sales, while developers typically follow the project completion method.

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Nandurkar pointed out the intriguing dynamics between green energy and traditional energy spaces. “We are looking at the power sector utilisation rates moving beyond 80%, something that we have never seen in the history of the power sector. So, there is going to be strong returns in the traditional energy side as well as the green side as well.”

For the entire interview, watch the accompanying video