- The easy phase of the bull market is over
- We see buying opportunities in consumption, especially food-related companies, as rural demand picks up
- Last quarter, we exited most of our PSU names because we felt that some private sector names were in a better position.
Sometimes I feel that if a normal investor can keep up with these sectoral rotations. As soon as retail investors got attracted to PSU banks, the consumption sector is now in fashion. It’s a full-time job to get that extra alpha.
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