Demeter Advisors’ Ashwini Agarwal sees opportunity in private banks, FMCG, avoids AI & defence bets

Ashwini Agarwal, Founder & Partner, Demeter Advisors, said the Indian market currently favours bottom-up stock selection over sector-wide bets. He remains positive on private banks, FMCG and selectively on IT services due to valuation comfort and earnings visibility, while avoiding…








