Besides cyclicals, doesn’t make sense to take money off the table now: Siddhartha Khemka

“Long-term investors definitely need to look at sectors that are poised in terms of strong earnings growth and two sectors that come out strong are BFSI and auto. These two sectors have single-handedly driven the bulk of earnings growth in the current quarter. The BFSI segment is at the beginning of the credit growth cycle. There is a long runway ahead.”