Smart Ideas: 4 themes that are likely to outperform in Samvat 2079

“We have a few themes which we believe could be very interesting and there are some reasons for that; one of that would be financials. We have had almost a decade of financials getting restructured, bad loans getting restructured that the NPAs levels, the slippages are at a low. Especially, some of the PSUs, from 8% slippage are down to 2% which has been one of their best. So we could see the financials come back,” says Varun Daga.