Sanjiv Bhasin discusses China sectors play, Tata Motors, PB Fintech outlook. Mentions L&T, FMCG stocks, Lever target. Talks about Voltas, real estate momentum, Indiabulls Real Estate play.
Private sector banks are the best contrarian bet for the next 3 years, says S Naren
ICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown in mutual fund