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ETMarkets Fund Manager Talk: This portfolio manager at Karma Capital is bullish on telecom & media. Here’s why
"We at Karma Capital have a bottom-up approach towards stock selection with an average investment horizon of more than 5 years, hence, the Union Budget has very little or no bearing on the stock selection process. Banks, industrials, and consumption-driven companies should perform better while performance of sectors like technology and commodities is expected to be relatively weaker."