Amit Khurana from Dolat Capital explains that although India’s market needs some normalization in the short term, it remains a top emerging market for the long-term. He discusses promising sectors like chemicals and affordable housing finance, assesses Aditya Birla Group’s capital practices, and highlights growth potential in banks and consumption sectors over different time horizons.
ETMarkets PMS Talk | PMS strategies set to outperform mutual funds in next couple of years: Sushant Bhansali
Ambit Asset Management believes PMS will beat mutual funds soon. Concentrated portfolios can better capture alpha. Only select companies will show high earnings growth. Consumption