Daily Voice | Domestic plays pharma, logistics, import substitutes safe haven sectors now, says this fund manager

Siddharth Bothra of Motilal Oswal AMC says they do not spend much time trying to predict these global top down macro issues. Rather their effort is on finding few relatively insulated bottom-up investment ideas.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-domestic-plays-pharma-logistics-import-substitutes-safe-haven-sectors-now-says-this-fund-manager_16655751.html