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Why Safir Anand is confident about owning Paytm, Zomato and Nykaa now
“Of late, I have been increasing my allocations on banking, which is another sector that I have been a great believer in. In the past, the belief was more centric towards some private banks and thereafter I became very bullish on some of the public sector banks. The way data has been spanning, the opportunities in the banking sector appear to be far better than they ever were.”