Harish Krishnan bullish on metals; sees long-term upside amid global reindustrialisation and weakening dollar

Harish Krishnan of Aditya Birla Sun Life AMC suggests buying cyclical sectors when their profit pool share is low. He highlights the metal basket due to potential re-industrialization and a weakening dollar. Krishnan anticipates headwinds for the real estate sector due to high ownership and supply. He also expresses caution regarding the hospitality sector, citing significant listings and potential overvaluation.

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