Pramod Gubbi, co-founder of Marcellus Investment Managers, believes recovery in demand is underway and barring the second wave of coronavirus or any unforeseen event, he expects the demand to sustain and help many parts of the economy.
“We are keen on financials. Financials is the only sector which still hasn’t recovered completely in the rally post April. Some of the higher quality financials are still available at attractive valuations”, he said.
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(Edited by : Bivekananda Biswas)
First Published: Oct 29, 2020 4:06 PM IST