3 themes Rajesh Kothari is bullish on for 1-2 years
It is always a bottom up, so we have a combination of top-down and bottom-up so these are the three sectors from top-down perspective and when it comes to bottom-up, if you look at our portfolio, you will realise that we have really cherry-picked many companies within each sector whether it is banking or whether it is consumer or whether it is capital goods
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