A top-performing Indian money manager is betting big on cyclical stocks that he sees benefiting from economic reopening and the government’s $1.4 trillion-plan to boost infrastructure.
“For the last few years, government’s focus has been towards building and bettering urban infrastructure, creating better connectivity between cities and states and more recently on renewable energy," Rohit Singhania, co-head for equities at DSP Investment Managers Pvt, said in an interview.
