portfolio churn: Is it time for a sector and portfolio churn away from four-wheelers to two-wheelers? Ashwin Patil answers
Passenger vehicles are slowing down while two-wheelers are performing well. The small car segment and rural markets are facing pressure. The farm equipment sector is expected to have a negative year. Valuations of two-wheeler stocks are comfortable and earnings are looking good. It is a good opportunity to invest in two-wheelers.
Source: indiatimes.com