Bullish On Autos, Private Sector Banks For Samvat 2073: Mehrab Irani
Mehrab Irani of Tata Investment Corporation says if Nifty has to re-rate then earnings from large-cap companies have to grow at a faster pace. He maintains his bullish view on passenger vehicle and two-wheeler companies in auto space. Mr Irani is also bullish on private sector banks which focus on retail customers and select non-banking finance companies.
