It’s time for Indian investors to move from market cap investing to theme-based investing: Swarup Mohanty
“Our advice will be to still stick in the top 50 or the probably top 100 companies when you look at investing in the market/ But creation of wealth is about asset allocation, about allocating across horizons, across the market. So the continuation of some of the themes will play out. We expect consumption, healthcare, banking to continue its performance from here on. “
