ETMarkets Smart Talk: Cautious on new-age tech & platform-based companies, says Yuvraj A Thakker

“I feel that we are going to witness a fresh round of allocations for the new calendar year by foreign investors. With clean balance sheets and strong cash flow, Indian companies are looking for a sweet spot to garner a large chunk of the money. There are few pockets in the Indian market, which are looking good from a medium to a long-term perspective. The corporate earnings, especially on the banking side, have surprised us positively.”