Diversify some allocations to bond market on a 1-2 years’ basis: S Krishnakumar
“Capital goods and engineering is a space that we should be positive on from a three years’ perspective as is banks. Other than that, the auto component space has a lot of pent-up growth that will come through over the next two years and the EV market is also opening up. Batteries has been a huge underperformer for the last five years and will see demand recovery.”
