Top Tips: Bullish on capital goods, infra, private banking
Manish Sonthalia, Motilal Oswal Asset Management and Nipun Mehta discuss market movements and sectors to keep an eye out for. They suggest staying away from sectors such as real estate and FMGC. Whereas, they remain bullish on sectors such as capital goods, infra and the private banking sector. They remain positive on the markets after the budget release.
