Where can you add new positions in a booming market? Neeraj Dewan explains
“In autos, auto ancillary is one part where there would still be opportunities because midcap stocks have still not performed to that extent that the largecap stocks have done in this 2,000 point rally from the bottom. So auto ancillary would be one space and other space is the commodity consumers which will include infrastructure, capital goods, engineering, construction.”