Bandhan AMC’s Manish Gunwani says AI and geopolitical changes could lead to sharper shifts in sector performance, creating opportunities for contra investing. He expects investors to take a 2-3 year view and sees long-term potential in small and midcaps, while remaining cautious on IT services.
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Bandhan AMC’s Manish Gunwani explains why investors need a 2-3-year view for contra investing
