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Enough ideas to invest in even when market is at record high; betting on 3 sectors: Mukul Kochhar
Mukul Kochhar suggests going overweight on autos, financials, and pharma. He is positive on PSU as well as private banks based on their valuations. There is a preference for two-wheelers due to stability. The pharma sector is expected to outperform with pricing power. He remains underweight on cement, core FMCG, and IT sectors.