1. Navneet Munot (CIO of SBI Mutial Fund): No matter what, India can’t make do with 5 per cent growth ‘as the new normal’ and must do everything to achieve above 7 per cent expansion in the medium term in order to be able to deal with the socio-economic problems the economy faces.

2. Manish Gunwani (CIO Equity Investments at Nippon Mutual Fund): Over next 5 years, large cap index shall track GDP growth of 10% – 11% . In the near term, the markets are set to enter into a consolidation phase.


3. Amit Ganatra (Sr Fund Manager at HDFC Mutual Fund): Mean reversion and Covid19 led disruptions are the main themes to look at. Value theme outperformance looks sustainable. AUTO and Metals are good value play at current juncture. IT & Pharma have great earning visibility.


4. Shreyas Devalkar (Axis Mutual Fund): Axis Bluechip has reduced its exposure in Banking sector. The fund has increased exposure in Pharma & IT. The management is scouting for opportunities in Paints & Auto where the growth could be good after COVID19 disruption fades.


5. S. Naren (ICICI Pru Mutual Fund): One should start an SIP in Banking and Infra funds. The time for cyclicals is near. The valuations are attractive.


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