TVS is making new highs. M&M sitting on new highs. Tata Motors, Maruti are already clocking fresh peaks. Where within autos do you find value to add afresh?
Sunil Subramaniam: Two-wheelers with lack of growth and rural demand, obviously were not the hottest pick last year but are showing better numbers and will do so through the summer. I also feel that even within the cars, demand was seen mainly in the SUVs and cars valued above Rs 7-8 lakh. It is part ..