This PMS won’t invest in private banks or IT services stocks. Here’s why
“I run a PMS and we actually do not invest in the private banks at all. So, we do not necessarily spend a whole lot of time thinking about these. My simple answer to it would be that I see this as a sector which has been probably the highlight of the last decade and is a significant part of the current weightage of the index, probably about one-third of the index.”
