Bullish on capital goods and infrastructure; selective in auto: Gurmeet Chadha

Gurmeet Chadha, managing partner and CIO of Complete Circle Consultants, believes China’s housing market and cycle will continue to be strong despite the current correction. Additionally, he suggested the capital goods and industrials sectors will see relative strength with the Indian government’s expansionary budget and focus on affordable housing. Chadha remains constructive on top private banks and selected public sector undertakings.