Bullish on FMCG and capital goods: Prateek Agarwal

In a chat with ET Now, Prateek Agarwal, CIO, ASK Investment Managers, shares his views on various stocks.

ET Now: What is on your current buy list, sell list and hold list?

Prateek Agarwal: Most of the portfolio is on the hold list but we are tearing some amount of exposure to FMCG stocks. FMCG stocks have done very well over the last 12 months. We are also getting back some exposure to good companies in the capital goods space which may have got hammered badly over the last 12 months.