Subscribe To Our Free Newsletter |
ETMarkets Fund Manager Talk: This fund manager is betting on 3 major themes to play on the India growth story
Ambit Asset Management and Bhargav Buddhadev are bullish on mass consumption, manufacturing, and exports. Positive outlook on market share regaining, margin improvement, chemical, and consumer discretionary companies. India's growth potential remains promising. Buddhadev further says: "We believe smallcaps should not be viewed through a different lens, especially now, given that several companies have also become liquid."