Defence outlook strong, but PSU margin concerns keep investors selective: Manish Gunwani
Manish Gunwani, Head of Equity at Bandhan AMC, which manages assets worth ₹962 crore, warned investors against becoming too comfortable with the current market rally. “We should not be too complacent,” he said, adding that if oil prices remain elevated for another few months, India’s fiscal and current account situation could come under stress. Among…
