Anand Shah on investment strategy to adopt now

Synopsis

“While many consumer-facing businesses are struggling on margins now, many manufacturing businesses are expanding margins and growth beyond India also. So would it be back to normal? My belief is that we will see more earnings growth rate and improvement in return on equities in manufacturing, which should drive the multiples in that segment also.”

“My belief is that we will see more earnings growth rate and improvement in return on equities in manufacturing, which should drive the multiples in that segment also,” says Anand Shah, Head- PMS & AIF Investments, ICICI Prudential AMC.

The earnings season that has gone by so far, has been really bad when it comes to IT. Now the conversation is around whether IT will be replaced by banking as the numero uno sector. What is your view?It has

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