Where valuations still make sense: ICICI Pru’s Vaibhav Dusad on IT, banks and select contrarian bets
In a market grappling with elevated valuations and uneven earnings momentum, ICICI Prudential AMC sees selective pockets of comfort emerging. Senior Fund Manager Vaibhav Dusad outlines why technology and large private banks offer reasonable entry points, how rate-cycle dynamics are reshaping financials, and where contrarian opportunities could play out as sectoral cycles turn. Edited excerpts … Read more
