GMM Pfaudler to be multi-bagger; bullish on Nestle, says Marcellus’ Saurabh Mukherjea

"A better way to play growth proxy is play sectors which benefit from growth but these companies also have a competitive advantage, which is why we are in love with high quality Indian financial stocks for a long time. And this is why we love frontline auto stocks; and not just obvious names like HDFC Bank, Kotak Mahindra Bank, Maruti Suzuki, Eicher Motors but go one rung below that. I might have said this before that we have also bought companies like AAVAS Financiers, City Union Bank. In auto ancillaries, we have companies such as Lumax, Suprajit Engineering,” said Mukherjea.

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