Hold The Largest PSU Bank In Our Portfolio | Aman Chowhan, Abakkus Asset Manager
86Speaking to ET NOW, Aman Chowhan of Abakkus Asset Manager states he is looking at mid-sized private banks, NBFCs, and building materials space. He says he likes Auto Anc, and Capital Goods as well but is neutral on the IT space while holding the largest PSU Bank in our portfolio. He also added that he will not buy more in large-cap banks due to rich valuations. Bullish on 2-wheelers in the auto space but like Auto Ancs that have EV or will not be disrupted. As per him, Indian IT will gain market share, but see short-term risks and will watch out for pharma stocks over the next few quarters. Watch this interview exclusively on ET NOW
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