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"We expect banks, manufacturing, and capital goods segments to do well. Budget spending on defense and infra, interest rates peaking and continuing push to Make in India & China + 1 factors are the basis of our expectations. Defensive sectors like Pharma will also be important to combat possible market volatility due to news flow and macro events."
“I have always had the private sector banks in my Asian portfolio. This Indian portfolio was created more recently. But in my Asia ex-Japan portfolio which runs the greed and fear portfolio which I have run since 2002, the one sector I always had representation since 2002 is Indian private sector banks.”
“We will broadly be between 18,500 and 20,200, the previous highs that we crossed. Markets are really not going anywhere in a hurry. It is going to be a pick and choose market for all that you know. But it is a very good time to create a portfolio for the medium term, post the central elections in 2024. ”
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