Bullish on BFSI, logistics & cement companies: Motilal Oswal AMC

Siddharth Bothra, senior VP-Fund Manager at Motilal Oswal AMC, on Wednesday said with the economy reviving, some of the new themes for 2021 could start emerging.

Speaking in an interview to CNBC-TV18, he said, “We have been bullish on the Banking, financial services and insurance (BFSI) space. This has a lot of legs now and as and when the economy revives some of the bank are well placed to capitalize on them and within the BFSI space there is life insurance, general insurance, they also look equally attractive.”

“With the economy reviving, some of the new themes for 2021, which could start emerging are some companies which have high leverage with economic activity whether its logistics company, cement company and so on. So 2021 would be a broad based rally and not be a narrow sliver like the way we have seen in the last two years,” he said.