The Economic Times

PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav Agarwal

In this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his teams bottom-up stock-picking approach identifies businesses capable of delivering sustained earnings growth. He explains why smallcaps offer opportunities among companies growing earnings at 2530%, how the GMCV framework Growth, Management, Capital Efficiency and Valuation helps separate potential compounders from value traps, and why paying the right price matters even when a business has a compelling growth story.