Are Midcaps The New Game In Town? | Sunil Singhania TO ET NOW
Video description:
How should one survive a polarised market? Tune in for a special interview with Sunil Singhania, Founder, Abakkus Asset Manager LLP to discuss whether valuation comfort is missing, can we expect a faster, V-shaped recovery and looking past the pandemic. Markets after rally are not looking cheap. To go up from here, financials have to rally. Globally, things are getting to 'normal activity'. Markets pricing in a faster-than-expected normalcy. India is opening up, but in a small capacity. Too early to say if Govt will do more spending, or not. Broader market shares may outperform large-caps. Selectively, one can start to look at banks from here on. Polarisation in the markets has increased. Sectors getting massive competition from China could do well. Protection Duty across sectors an interesting development. Old school small/large manufacturing can do well. Vehicle Financiers looking cheap after the correction. Select Manufacturing Midcaps could do well. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com
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