Varun Saboo’s 3 top bets in auto; likes pipe & cables among discretionary stocks
September 18th, 2023 16:27
"In terms of discretionary, the trend in pipe companies, cable companies, etc. are going to continue. We remain very positive there. We are very positive on the entire cable space. PolyCab is one of the ideas which we really like. Obviously, it has had a great run but that is for a reason and that is continuing also for a reason because the outlook for the next at least one and a half, two years looks very optimistic."
Load More