Shyamsunder Bhat, CIO of Exide Life Insurance discusses with Surabhi Upadhyay and Ekta Batra his analysis on the fundamental side of the market as well as specific stocks and sectors.
On the Karnataka elections, Bhat believes that irrespective of who forms the government, BJP having emerged as the largest party should provide some relief for the market.
He further added that they are positive on private banks and NBFCs and have a reasonable weightage in both. Bhat also has an overweight stance on the consumer stocks.Disclaimer:
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