I’m beginning to become a little allergic to the word ‘sector’. Over the past three weeks, I have participated in four long online Q&As about investing. In three of these, I was the person answering the questions and in one, I was in the audience. In the last one, which I wrote about a week ago, the questions were being answered by the redoubtable Nassim Nicholas Taleb.
In all four interactions, someone asked the standard Indian equity investment question about sectors, “Which secto ..
