We believe the corporate sector is poised for take-off. Against this backdrop, our focus is to select the stocks which are building the future and have the best prospects of benefiting from the new government pushing the pedal on reforms
The analysts reported a preference for large caps given the “exorbitant” valuations in the mid and small cap space.
He said the economy will continue to surprise on the upside and that the equity market can expect a few shocks.