The brokerage picks Hero MotoCorp among its preferred buys in this space while choosing Tata Motors as a passenger vehicle play and Endurance Technologies and Craftsman Automation among auto ancillaries
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary