
We do not think the domestic economy-related stocks will materially outperform as the second lockdown was very methodical with select sectors like travel, tourism, restaurants, and consumers were severely impacted, says Shah.
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-third-covid-wave-biggest-test-for-indian-market-says-amit-shahbnp-paribas_15245581.html
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