Positive on new-age internet cos for long-haul. Leaders of new-age internet cos to add value. Evaluation of new-age internet cos to be transformational. Expect the retail sector to rebound later in FY22. Easy liquidity, low interest rates boosting broader markets. Specialty chemicals valuations saw a sharp spike. Midcap & largecap I.T. undergone large re-rating. Corporate banks faring better vs retail banks amid pandemic. Positive on banks as credit growth rebounds. BFSIs to perform well as the economy recovers. Valuations of BFSIs not as expensive as the historical average. Watch the full interview with Mahesh Patil, Co-CIO, Aditya Birla Sun Life AMC on The Market!
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