Looking at neglected sectors elsewhere in rather than investing in PSUs: KR Senthilnathan

KR Senthilnathan from NAFA Asset Managers explores investment opportunities in undervalued sectors like PSUs and the ICE segment in auto. He emphasizes the importance of sector rotation, stock selection, and the potential for long-term returns. He further says: “Other than private banks, even other sectors also offer opportunities. There are certain stocks which are available at a 20-30% discount from the peak levels and a slight change in the earnings can surprise us.”