“We will see continuous possible improvement in margins and profitability for many of the auto companies. I would be positive on Tata Motors, we own Mahindra & Mahindra and we own Maruti also. Bajaj Auto, I would have liked to own but we could never buy and then it never corrected but I think that will also do well.”
ETMarkets PMS Talk: Karan Aggarwal on India’s 10-year wealth themes – Banks, infra & financial inclusion to lead
From the tactical success of the Elever FactorShields Fund, which delivered 20% returns in FY25, to sharp views on the US-led macro shifts and sector