ETMarkets Smart Talk: Reshma Banda shares her investment philosophy known as GARP strategy

“The domestic focussed sectors viz. Capital Goods, FMCG, Auto, etc. are relatively better positioned and would also benefit from the recent correction in commodity prices, which will help ease margin pressures. With the infrastructure push from the government, we are positive about the capital goods sector, and with capacity utilization picking up above the long-term average, we should also see a gradual recovery in private sector capex.”