value themes: Time to shed historical baggage in market; 4 spaces to look for value: N Jayakumar
N Jayakumar highlights the need to view the market differently due to the influx of younger, retail, aggressive investors. He suggests finding comfort in private sector banks, pharma stocks, OMCs, and power sectors. The market should shed historical baggage and focus on future potential. He said: "You need to learn from the past but you cannot ignore the present and therein lies the truth."
Source: indiatimes.com