Talking to ET Now, Rajesh Kothari, CIO, AlfAccurate Advisors, says they have always avoided commodities and that is a good thing in the present trade war like scenario. Kothari prefers auto ancillaries, big private sector banks, consumer banking NBFCs and a few non-consumer durables.
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via We are selectively bullish in these 4 sectors: Rajesh Kothari
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