Focusing on banks & commodities to beat the Street, says CLSA’s Vikash Kumar Jain - Economic Times

“This will be a year where benchmark returns would be rather difficult to get but it is a year where sector rotation will be far more important and that is what we need to focus on. Rising yield is a reality, rising commodity prices is a reality, we will have…

This will be a year when benchmark returns could be way more limited and so it is a year when one should look at the right sectors to focus on and that is essentially the way we think about it. The r… [+9592 chars]

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