DSP Mutual Fund, sees value in agrochemicals and agri inputs, textiles and auto ancillaries among smallcaps.
Let us talk about the broader markets and the kind of pick up that you have seen there. Are there certain segments that you are more focused on? What about cyclicals?
The last few months have seen quite swift recovery in the economy. Equally important has been the Budget where the government has made the right noises in terms of their intentions to support the broader economy. In line with that, we are witnessing a lot of optimism as far as markets are concerned.