Behemoths To Get Bigger? | Saurabh Mukherjea To ET NOW
Автор: ET Now
Загружено: 2020-08-20
Просмотров: 144592
Better off buying a well-run market leader, and I prefer to stick to market leaders across sectors. Covid likely to drive massive consolidation in financials and as PSU banks shed market share, strong private banks will gain market share. All macro indicators & company-specific data hint at a broad-based recovery and definitely expect a broad-based recovery in large consumer names.
Weaker players will not sustain in financial space. Invest in companies with high free cash flows. The pace of the recovery in auto & consumer durables is solid. The positive trigger for the market: further fiscal stimulus, says Saurabh Mukherjea, Marcellus Investment
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