New leaders are emerging in industrials & capital goods: Varun Daga, Girik Capital
"The banking crisis in the US caused money to move out of over-owned sectors such as financials and into newer sectors and new leadership. This is how the market works and usually we have seen 18 months of correction in the market. We have already been in an 18 months of corrective market. So you could see another six months or so and then you will see an emergence of new leadership."
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