The house will continue with its overweight position in industrials, construction and rate sensitives, says S Krishna Kumar, CIO-Equities, Sundaram Asset Management.
The market is now presenting an opportunity to invest for the long-term in sectors like IT, metals, banks, telecom etc, says S Naren of ICICI Prudential AMC.
In an interview with CNBC-TV18, S Naren, CIO-Equities at ICICI Prudential AMC and Sanjiv Bajaj, joint MD of Bajaj Capital, spoke about equity as a tax saving instruments.
S Naren, CIO -Equities, ICICI Prudential AMC underweight on auto and real estate sector.
Accumulate banking stocks, says S Naren, CIO -Equities, ICICI Prudential AMC.