News From Press Midcap stocks in a sweet spot, book profits in smallcaps: Sunil Subramaniam

Midcap stocks in a sweet spot, book profits in smallcaps: Sunil Subramaniam

"You cannot go wrong if you keep buying the banking sector consistently."

The Economic Times May 7, 2021

Sunil Subramaniam, MD & CEO, Sundaram Mutual Fund, explains why he is overweight on two sectors -- banking and IT. Edited excerpts from an interview:
The question now is what to buy? IT and pharma are the only clear trend and perhaps metals as well, while consumption related sectors are facing the heat.
I think it is time to be neutral around the whole consumer pack, whether it is FMCG, consumer discretionary, auto and even housing.

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