Anish Tawakley said he favours large caps over smaller peers due to accounting red flags, while betting on domestic financials, cement, and autos over export-oriented manufacturing.
DSP CIO Anish Tawakley believes future growth will be driven by revenue expansion, not merely margin improvements. He advises favoring large-cap stocks over smaller ones due to potential accounting issues. Tawakley sees significant opportunities in domestic financials, cement,…
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