ETMarkets Fund Manager Talk: Why is Sachin Shah of Emkay Investment Managers gung-ho on Zomato?

“We continue to own large private sector banks like ICICI Bank, HDFC Bank, Axis Bank, and also Federal Bank. We are also optimistic about the CRAMS business for the next few years and have exposure to Divi’s Laboratories and Laurus Labs. The other pharmaceutical business we like is Sun Pharma for its US specialty business and market leadership in the domestic formulations business. Some of our other holdings in largecaps are in the IT sector – Infosys and HCL Tech.”