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Capital allocation has been concentrated in specific sectors, leaving many with limited funding. Fund managers currently favour sectors like PSU, industrials, and defence, while showing less enthusiasm for FMCG and auto. ....
Anshul Saigal, Founder of Saigal Capital, discusses the potential impact of the continuation of the current dispensation on the Indian market and the preference for individual investors over diversified portfolio managers. He mentions insights from a CIO poll regarding sector preferences, highlighting the lack of interest in FMCG and auto sectors. ....
Lots of segments are monopolies in this space and there is bound to be interest in this space. There will be further interest in this space and there could be further upsides. Again, easy money has been made, but there is still money on the table and one will have to choose pockets. ....
Now, we are in a phase today where we are close to, of course, election, markets have rallied before. So, clearly one has to be cautious but this is not a time to be sitting on cash because we really do not know what the event is going to throw up. ....