📰 ET Markets 🟢 BULLISH 🕒 26 Oct 2026, 09:06 AM IST

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

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

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Market & Financial Impact: In this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bottom-up stock-picking approach identifies businesses capable of delivering sustained earnings growth. He explains why smallcaps offer opportunities among companies growing earnings at 25–30%, 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.

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Actionable Insight: 🟢 Bullish Trigger: Positive business expansion or earnings beat may attract institutional and retail buying.

Growth, Management, Capital Efficiency and Valuation — helps separate potential compounders from value traps

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Official Publisher Attribution: This report is aggregated from Economic Times. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.

Read Original Full Coverage on Economic Times ↗

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

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