GST 2.0 wave : Mahesh Patil's guide to winning sectors and hidden contrarian (...)
Mahesh Patil from Aditya Birla Sun Life AMC outlines an investment strategy shaped by GST 2.0. The focus shifts towards consumption-oriented sectors like autos and consumer durables, anticipating earnings upgrades. While remaining neutral on IT, Patil identifies it as a contrarian opportunity, (...)
Site référencé: The Economic Times
The Economic Times
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