Rakesh Arora’s Top Themes To Bet On
  • WebDesk BTVI
  • May 15 2019

Rakesh Arora, GoIndia Advisors, says Q4 earnings have been largely disappointing, expects H2FY20 to be lot better than H1, says FII investors are in wait & watch mode, thinks there would be more clarity on NBFC issues once new government is in place, says retail-focused private banks are delivering best results, giving his outlook for cement says it is looking strong, feels China-US trade issues may affect outlook for commodities and prefers fully integrated steel companies in the metal space.