Devang Mehta, Head, Equity Advisory, Centrum Wealth, feels COVID remains a medium- term risk, but most economies are better prepared than most part of the last year. “Inflation and the stance on interest rates across the globe remain risk factors,” he said in an interview to Moneycontrol's Sunil Shankar Matkar. He prefers to buy leaders across the market-cap spectrum. Market leaders tend to benefit as they exhibit superior qualities of garnering more market share during tougher times, he believes.
Can the defence sector continue firing after 100% gains?
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