
Given the current context of slowing global growth and a cyclical upswing for India, the framework is pointing to overweight financials and a neutral stance on the IT sector, says Sanjay Bembalkar of Union Asset Management Company
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-fund-manager-says-market-trading-close-to-fair-value-is-bullish2-themes_16958711.html
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