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Indian companies may see an opportunity if sourcing shifts from China to India, says Kotak Mahindra AMC

Updated : February 14, 2020 02:13 PM IST

Coronavirus has some beneficial impact on the Indian economy in the form of lower oil prices, said Nilesh Shah, MD of Kotak Mahindra Asset Management.
There are sectors like textiles, chemicals where one could see opportunity emerging as sourcing changes from China to India and other countries, Shah said.

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