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Kotak Mutual Fund remains positive on private banks; overweight on chemical and cement companies

Updated : February 11, 2020 11:17 AM IST

Most of the big events – budget, monetary policy and earnings season – were in line with expectations, said Harsha Upadhyaya, CIO equity of Kotak Mutual Fund.
The chemical, cement and private sector lenders have performed well and have given strong results in the third quarter.

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