bottom-up opportunities: Ashwini Agarwal on 3 sectors to look for bottom-up opportunities in this market
Ashwini Agarwal of Demeter Advisors hopes for a more even recovery in the Indian economy, rather than just benefiting the rich. He expects the release of government capex to ease liquidity and boost consumption. He sees opportunities in attractive consumer staples stocks with benign raw material prices and constructive margin outlook.
Source: indiatimes.com