Pankaj Murarka discusses his reasons for backing Paytm and Zomato.

[MiaLuca]

"On a little longer-term time horizon, we
continue to have strong faith in India's internet story, and many
these online businesses. This is one industry that will
generate what is likely to be the highest growth in corporate India.
within the following five to seven years. We are the owners.
spanning a few of these businesses, such Paytm and Zomato. Although we also like some of the other names, the CIO of Renaissance Investment, Pankaj Murarka Managers

 

[gwolf666]

Pankaj Murarka, CIO of Renaissance Investment Managers, expressed strong confidence in India's internet economy, predicting it will drive the highest corporate growth in the next 5-7 years. Highlighting investments in companies like Paytm and Zomato, Murarka emphasized the potential of India's online businesses to generate substantial long-term returns, reflecting optimism about the sector's transformative role in corporate India.