ETMarkets PMS Talk | Hidden gems lie in unloved sectors; contra opportunities emerging in pharma, auto ancillaries, select IT: ArunaGiri

March 18, 2026

Seasoned investors are finding attractive opportunities in overlooked sectors like pharma, auto ancillaries, and select IT, where temporary headwinds have created valuation gaps. TrustLine Holdings’ Founder & CEO, N. ArunaGiri, emphasizes a disciplined, bottom-up value investing approach, highlighting the importance of margin of safety and identifying high-quality small-cap businesses at a discount for long-term wealth creation.

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