Overweight on auto; wary about corporate capex driven banks: Nilesh Shetty

Overweight on auto; wary about corporate capex driven banks: Nilesh Shetty

Related - Dipan Mehta on one thing that works in market now & where to get it - We are probably three to six months away from finding a durable bottom for this market: Ajay Bagga - Find individual stocks, not sectors: Aniruddha Naha, PGIM Mutual Fund - 5 stocks that can be added to your portfolio now: Rajat Sharma “I will be careful. I do not think great value has emerged in that bucket as yet. As they had a massive rally, now they are seeing a correction and investors still need to be careful in that bucket,” says Nilesh Shetty, Portfolio Manager, Quantum Advisors. How are you positioned in deep cyclicals like the auto and auto ancillary segment in your portfolio? Have you started raising your weights here? …
More on: economictimes.indiatimes.com