Substantial returns will come from smallcaps in medium to long term: Manish Gunwani, Bandhan AMC
Manish Gunwani from Bandhan AMC is constructive on smallcaps in the medium to long term, driven by global changes and the market up move. He sees opportunities in technology disruption, capex, power sectors, and expects the growth of mass consumption. There are a host of things happening where very large companies may not participate fully and one will have to go down the market cap curve and be selective.
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