Buy India's domestic-facing plays like banks, consumer discretionary stocks: Analyst

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  Posted by Two Blokes Jun 18 - Filed in General - #TwoBlokesTrading  - 7 views
  
  Shibani Kurian, Head of Equity Research at Kotak Mahindra AMC, says that a mix of fiscal and monetary stimuli should bolster corporate earnings, even as valuations remain elevated. She notes, however, that large caps are more compelling from a valuation standpoint.