Private retail banks, insurance and OMCs are the three preferred bets while being selective in auto, says Gautam Sinha Roy, Motilal Oswal Asset Management. Chatting with ET Now, Sinha says prefers to stick to the stocks they own despite them being expensive.
Edited excerpts:
What was your key takeaway from meeting Buffett? He missed on buying Amazon...
And Google. I think the highlight was the top five companies with biggest market caps which do not need capital…
