Bullish On Financials And Industrials | Amish Shah, BofA Securities| ET Now | Latest News | English

Speaking to ET NOW, Amish Shah stated that domestic cyclicals and defensives will be the ideal portfolio one should build at this juncture and that one should be cautious on pockets of consumer discretionary. He also added, “Domestic growth stories in the likes of Banks, Industrials, FMCG will continue to do well”. Shah is bullish on the capex cycle and believes that PSU capex, state govt capex will continue to add to the capex story. So where are markets headed? Will India outperform peers? Watch this interview on ET NOW to find out. #ETNow #Banks #FMCG

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