Understanding Market Cycles To Navigate Volatility | The Portfolio Manager | NDTV Profit
Niraj Shah in conversation with ITUS Capital’s Naveen Chandramohan on ‘The Portfolio Manager’.
March 2024Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager
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).
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