ETMarkets Smart Talk: Banks, defence, real estate, cement top sectors to benefit from economic expansion: Dr. Poonam Tandon
“We remain overweight on sectors that will benefit from economic expansion such as banks, industrials, utilities, defence, real estate, and cement,” says Dr. Poonam Tandon, Chief Investment Officer at IndiaFirst Life. In an interview with ETMarkets, Tandon said: “We are very positive on the infrastructure and real estate cycle as the sector will continue to … Read more