Aniruddha Sarkar Reveals 3 Biggest Bets: Auto, Power & Defence!

Where is smart money being deployed in today's volatile market? In this exclusive conversation, the fund manager reveals the three sectors commanding the highest conviction in his portfolio. Auto and auto ancillaries continue to remain core holdings, while the power capex story is emerging as a massive multi-year opportunity driven by India's rising electricity demand and record infrastructure investments. The expert believes companies benefiting from power sector order inflows could continue delivering 25-30% earnings growth in the years ahead. Another interesting shift is towards defence, but not the traditional PSU names. Instead, the focus is on private-sector defence companies that could emerge as key beneficiaries of India's growing defence spending and manufacturing push. Watch this insightful market strategy discussion.