ETMarkets Fund Manager Talk: This money manager with AUM of Rs 1600 cr sees growth coming from BAM stocks
“The next leg of growth will come from BAM (B)anking, (A)uto & Auto Ancillaries and (M)anufacturing stocks,” says Manoj Bahety, CFA, Founder at Carnelian Capital Advisors LLP. In an interview with ETMarkets, Bahety, said: “We also like telecom space in India, which after years of consolidation is well placed to reap benefits of operating leverage, … Read more