Downside risk to consumer companies: Kotak Institutional Equities

  • 16:37
  • Published On: March 25, 2013
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Sandeep Bhatia of Kotak Institutional Equities sees the market indices being ranged but with limited downside. He thinks the two areas that look positive are tech firms and oil & gas. Consumer names, especially MNCs, have significant downsides as growth has slowed and PE multiples are under pressure.

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