ETMarkets Fund Manager Talk: Taher Badshah reveals 3 parameters to value new-age companies
“Our preferred portfolio stance has been India-centric growth sectors like, financials, consumer discretionary and industrials for much of this year and this largely stays but pockets of value have started to emerge in some of the global-oriented sectors such as technology, pharmaceuticals, and commodities. Some of these would also receive support to their earnings from a weak currency.”
