Karthik Kumar, Portfolio Manager for Emerging Markets at Axis MF, said his bets include private banks, non-banking financial companies (NBFCs), and defence stocks, while tech remains a selective play driven by bottom-up stock picking.
Karthik Kumar, Portfolio Manager for Emerging Markets at Axis MF, said his bets include private banks, non-banking financial companies (NBFCs), and defence stocks, while tech remains a selective play driven by bottom-up stock picking.