Bullish on banking stocks: Nilesh Shetty, Quantum Asset Management Company Private Limited

Nilesh Shetty, Associate Fund Manager (Equity), Quantum Asset Management Company Private Limited, gives his stock recommendations



If you have money to deploy today, where is it that you find favour?

Within our portfolio, the largest allocation remains banking. That is where maximum value is right now. Apart from that, the second largest allocation remains consumer discretionary. Hotels is where we found value. So stocks linked to consumer discretionary spend and banking remain two largest weight in the portfolio right now.