
Naveen Chandramohan has maintained that auto ancillaries (especially around B2B Manufacturing) is a theme that has a significant (3-year) runway ahead of growth and this certainly looks attractive to me with growth being sticky (B2B driven).
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-managements-across-core-businesseseconomy-extremely-optimistic-backed-by-strong-earnings-says-this-fund-manager_16870071.html
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