Investment in Tech and R&D sustainable Projects
NATIONAL FINANCE Funds’ focus on high quality companies in growth sectors and value stock
E-commerce – Acceleration of switch to online retail from offline due to COVID, long runway for growth.
Cloud – High growth in Cloud sector – due to various catalysts such as work from home, ease of use, greater operational
efficiency, scalability and analytics High margins and recurring revenues.
Digital Advertising – Long term trend of advertising spends from offline to online channels persists.
FinTech – Trend of digitization of payments has been accelerated due to E-commerce, online channels, cashless
payments and ease of use long runway for growth.
Pharma & Healthcare – Robust sectors which provide stability to investment portfolio
Consumer Staples – Solid product portfolios – stable, single digit growth with shareholder friendly management
Tactical Trades – Selective trades in others based on earnings, momentum, quant and technical.
