Asset Allocation: ETMarkets Fund Manager Talk: Why is this CIO sticking to his overweight stance on domestic stocks ahead of elections?
According to Mihir Vora, the underlying domestic themes to be bullish on in the longer term are manufacturing, renewables, digitization, infrastructure, urbanization, premium consumption, financialization of savings, and the rise of equity savings cult. The market is already discounting elections and the verdict seems to be a continuity of regime.
Source: indiatimes.com