Parag Thakkar, Senior Fund Manager at Fort Capital, is positioning his portfolio to benefit from a potential revival in Vodafone Idea by investing in Indus Towers. He also highlighted State Bank of India as a key opportunity in the PSU banking space, citing strong asset value and improved performance metrics. Thakkar expressed positive views on LG Electronics, while taking a cautious stance on Whirlpool and noting a possible bottoming out for IEX.
