Build long positions on dips, autos to gain: Macquarie

According to Rakesh Arora of Macquarie, industrials, autos and real estate provide the best opportunity to gain from the emerging trend. He recommends building long positions on dips.

March 16, 2015 / 09:13 IST

Rakesh Arora, Macquarie says interest rate easing cycle, government-led infrastructure build and consumption growth revival should be the dominant themes for 2015-16.

According to him, industrials, autos and real estate provide the best opportunity to gain from the emerging trend. He recommends building long positions on dips.

first published: Mar 16, 2015 09:13 am

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