Asset Allocation: ETMarkets Smart Talk: Fund manager shifts strategy! Booking profits in small & midcaps, purchasing largecaps; here's why"
Sunil Damania, Chief Investment Officer of Mojo PMS, discusses the Indian market, GDP growth, RBI's outlook on rates, interest rates, liquidity, India Inc. Damania says: "With government reforms with PSUS and focus on Atma Nirbhar Bharat, many PSU companies are seeing their business grow and they are becoming more like the private sector in their operations. This is attracting investors."
Source: indiatimes.com