Like tech from tactical perspective; bullish on FMCG stocks: Sandeep Tandon
“We have increased our FMCG exposure last month itself and pruned down some of the banking names. We believe in the structure change and the volume growth that most FMCG companies will be reporting. Structurally, we are very constructive on the consumption name, not from a longer term perspective but at least from a medium term perspective.”
