Time to buy uncertainty? Hunt for bargain in these 4 sectors, says Anshul Saigal

Anshul Saigal, CIO of Kotak Mahindra AMC, believes that quality names have corrected meaningfully and present buying opportunities, where growth expectation has not waned and earnings visibility is definitely there. He suggests that investors differentiate between risk and uncertainty and take this as an opportunity to build portfolios for the next year to come. Although Indian markets have underperformed, Saigal is confident that the times ahead will be better for India. He is finding opportunities in financial space, capital goods, auto, defence, and IT, on a stock-specific basis.

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