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Indian market: BNP Paribas overweight India since June; betting on financial, consumer stocks: Manishi Raychaudhuri

"In late June, we turned overweight and the big weight in the India silo are financials, and that is predominantly private banks. The second important silo is the consumer universe. We have significant weight in autos, consumer discretionaries and even consumer staples. though we are a bit cautious about valuations there. Apart from that, we have significant weight in TMT, tech, media and telecom, both IT services and telecommunications."

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