“The focus should be more on rural facing stocks. That is where as a portfolio manager, I would look. But that is the part of the economy which we saw urban is clearly doing very well. Also, there is a lot of negative news in agrochemical space, two-wheeler space, and the rural economy linked themes and sectors. That is where there is some value for money.”
Agrichem Stocks | Two-wheeler Stocks: “The focus should be more on rural facing stocks. That is where as a portfolio manager, I would look. But that is the part of the economy which we saw urban is clearly doing very well. Also, there is a lot of negative news in agrochemical space, two-wheeler space, and the rural economy linked themes and sectors. That is where there is some value for money.”
“We still think Apollo, MRF and Ceat are must-haves in the portfolio. Auto sales and the whole gamut of owning aspirations is doing extremely well. Their cost of input has been on a lower wicket. And I think going ahead also, there will be better numbers coming. But this was an exceptional quarter.”