BOBCAPS upbeat on IT, consumption, corporate banks
CNBC-TV18
2019-02-28
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Ratnesh Kumar, MD & CEO, BOBCAPS said there is lot of value emerging in midcaps but from portfolio positioning point of view, the house would be focused on areas that are seeing earnings recovery, business recovery going forward for next 12-24 months. On top of the list is banks, especially corporate banks, IT and consumption.
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