Essentially the world is looking for alternate supply chains which began with the onset of the COVID-19 pandemic and continues even today with growing trade tensions between the two camps.
Santosh Kumar Singh, Fund Manager at Motilal Oswal AMC, expresses concerns about those areas of the market which have shown sharp corrections and high valuations. He is bullish on auto components, technology in vehicles, and capital markets. He sees potential growth in certain sectors while cautioning about mid and small caps.