Hard landing of global economy to impact India; 2 sectors to bet on now: Rahul Singh
“We are becoming more positive on the smaller and mid-sized private sector banks. In the manufacturing space also we are extremely positive. If there are structural tailwinds and if the input costs ease off, then we could be in a period where it would be margin supportive. I would say these two sectors are where we are incrementally more focussed on over the last few months.”
