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F&C’s Top Sectoral Bets

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Jeff Chowdhry, Head-EM Equities at F&C Investments, says that the firm is still holding on to HDFC Bank, ITC, and TCS as they are rightly priced. “We like to pay for companies that execute well,” he adds. The firm also thinks the two-wheeler space and capital goods are interesting and looks forward to bets in the infra space.