Analysts speaking at the Moneycontrol Mutual Fund Summit in Mumbai were agreed that despite current high valuations, there were sectors hiding in plain sight
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MUMBAI: A top fund manager at one of the largest mutual fund houses in India recently said his biggest regret has been not owning enough stocks from the specialty chemical sector.
“We could have actually had a few more names on the chemical side. We do have a few names in the portfolio. I thought we could have had a couple of more names on higher exposure,” the fund manager said on the condition of anonymity due to regulations.
He is not alone in his regret. Many investors who have seen the stratospheric rally in shares of companies like