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Avoid consumer stocks; buy cyclicals: Birla Sun Life

According to Mahesh Patil, Co-Chief Investment Officer, Birla Sun Life AMC market seems to be at bottom of the cycle and is fairly priced at the current juncture but there could be pockets of valuations, especially in some of the cyclicals.
India gets time to tackle deficits on Fed move: HDFC AMC

If diesel prices are increased significantly then fiscal worries will abate to a large extent, says Prashant Jain, Ed & Cio, HDFC Asset Management.

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