Deutsche Equities India’s Top Sectoral Bets
  • Elizabeth George
  • Sep 12 2013

September 12: We are not too worried about oil, although we may see short-term spikes on geopolitical issues, says Abhay Laijawala of Deutsche Equities India. In banking, he favours private sector banks for their attractive valuations but refuses to say whether the PSU banks’ NPA situation can worsen. He is selective in the infrastructure space and likes Larsen & Toubro, which stands to gain from its global exposure.