In an interview with ET Now, Sunil Subramaniam, CEO, Sundaram Mutual Fund, says he is focussing on consumption and IT sectors now. Subramaniam also raises red flags about OMCs whose margins are seen to be facing some squeeze. Earnings by and large have been factored in by largecaps.
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via Defensive right now, focus is on these 2 sectors: Sunil Subramaniam
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