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Looking At Textiles, Leather & Agri Sectors: Abhay Laijawala


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September 12: Deutsche Equities India’s Abhay Laijawala bets big on Indian export sectors and also sees pockets of investments in global and rural recovery plays. “The sharp rupee fall has made Indian goods more competitive; it allows exporters to earn market share and boost earnings in certain sectors, he says. Global recovery plays include companies like Tata Steel and Hindalco, while the rural growth story will drive HDFC Bank, he adds.