Bullish on financial sector and infra stocks: TP Raman

In a chat with ET Now, TP Raman, MD, Sundaram Mutual Fund AMC, shares his views about various sectors.

If there is one pocket that you would bet on at the current levels from the next three months to six months perspective per se keeping in mind of course that there is a budget risk part, what is it that you would look to add onto your portfolio? What is it that you would probably think of advising our viewers to buy into?

From our perspective, we would like to focus on the infrastructure again because we still have hopes that there is a lot that needs to happen and will probably happen.

It is not a question of favourite, it is a question of when and also the financial sector because there is a lot that that sector has to move on and a lot that sector has gains to see.

So these are the two sectors that I will talk about. Consumption is a theme that will probably continue as before, so I do not see any major change in that sector but these are the couple of sectors that should look good going forward.