Betting on these four sectors now: Manish Sonthalia, Motilal Oswal AMC
Talking to ET Now, Manish Sonthalia, Motilal Oswal Asset Management-PMS, says bullish on affordable housing, auto and placing a contra bet on IT and pharma sectors. This will be the first quarter when we will see the full blown impact of GST come through. Nobody really has a handle on how the things are going to play out.
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