Telecom companies will be at the focus as Prime Minister Narendra Modi launched the 5G telephony services that promise to provide ultra high-speed internet on mobile phones.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility