Market & Mandate: What are the themes to bet on this election year?
  • WebDesk BTVI
  • Apr 12 2019

Manish Chokhani, Director of Enam Holdings, in conversation with BTVI’s Executive Director Siddharth Zaveri, talks about what the profit pools during the election season. He says that while banks like ICICI, SBI and Axis bank recorded normalisation of earnings the rate is a mere 5%. He, however, predicts that telecom sector will make a comeback in FY20 and see growth in FY21. He adds that portfolio construction should remain indifferent to which party comes to power.