Expecting 10-20% upmove in banks in next 6 months; neutral to positive in IT, pharma: Aman Chowhan

“We are shying away from chemicals, especially the bulk commodity chemicals because it is going to be pretty volatile out there. Also, companies which have an export focus where they do not have a very strong competitive advantage. Companies which can navigate through this challenging time is something one should be focussed on besides local manufacturing.”