Atul Suri, chief executive officer of Marathon Trends PMS on Saturday advised investors to stay with IT, pharma, speciality chemicals and consumption stocks.
According to Suri, after almost a decade of underperformance, money could start flowing back to the emerging markets.
He said, "The big liquidity move which is driving global markets is going to find itself in a reflection with the re-emergence of emerging markets as a favoured destination and just a little flow away from developed markets and it actually can create a big move."
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