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60-70% of market remains overvalued, but growth themes provide opportunities: Manish Gunwani

60-70% of market remains overvalued, but growth themes provide opportunities: Manish Gunwani

Manish Gunwani of Bandhan AMC suggests indirect investment routes like financials and internet platforms for consumer discretionary exposure, citing valuation concerns in staples and uncertainties in the auto sector. While optimistic about sectors like semiconductors and defence, he cautions against high valuations.

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