Punita Kumar Sinha of Pacific Paradigm Advisors told CNBC-TV18, “There are attractive stocks. The general trend is right now favouring export oriented. One should be building positions in cyclical sectors as well that includes capital goods, which have unfortunately disappointed, financials, then there are select consumer names that are beginning are also attractive. So you can have your core holdings continue to hold on to what you have in IT and pharmaceuticals.”
“Pharmaceutical continues to do well both on the domestic and export front. But you can add to others as well slowly,” she added.
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