Where valuations still make sense: ICICI Pru’s Vaibhav Dusad on IT, banks and select contrarian bets

ICICI Prudential AMC sees opportunities in technology and large private banks. Financials are adapting to rate cycle changes. The fund manager discusses how concentrated portfolios generate alpha. Innovation is explored through various themes. The outlook for banking and financial services is constructive. Certain market segments offer valuation comfort, with contrarian plays emerging for the new year.

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