Taher Badshah, CIO-Equities at Invesco Mutual Fund, in an interview to CNBC-TV18, said that the whole proposition of consolidation and its benefits in the telecom sector will flow through.
He said that it is a matter of patience in the telecom sector. He observed, "We are reasonably well exposed in the telecom sector. We have couple of names from the sector which are among our top over weights in not just our contra fund but even in a couple of another important strategies too."
Speaking about PLI scheme, he said, "Some part of the PLI scheme is something which we have to all watch as execution comes about. A lot of it will also be a demonstration of many of these companies which are going to take advantage of the PLI scheme. So, it is a journey which is well begun."
Watch video for more.
Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
(Edited by : Bivekanda Biswas)
Check out our in-depth Market Coverage, Business News & get real-time Stock Market Updates on CNBC-TV18. Also, Watch our channels CNBC-TV18, CNBC Awaaz and CNBC Bajar Live on-the-go!
Punjab Lok Sabha elections: Check full list of AAP candidates and constituencies
May 18, 2024 12:59 PM
PM Modi, Rahul Gandhi election rallies in Delhi today: Here are the routes to avoid
May 18, 2024 11:28 AM