Which is the top sector to watch out for in Samvat 2079? Samit Vartak answers
“In the long run, I am pretty sure that India will become one of the larger manufacturing hubs; segments where there is pessimism today are export-oriented spaces like pharma or specialty chemicals which were in favour a year to year and a half years back. But a lot of the valuations have corrected and most of these plays are down in the last one year. That is probably where the attractiveness is. ”
