Harish Krishnan's Top Investment Themes For The Next 3 Years

Which sectors are best positioned to outperform over the next three years? In this exclusive conversation, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, shares how he has positioned his portfolio amid changing market dynamics. He explains why the fund has reduced exposure to overheated manufacturing and capital goods stocks while increasing allocations to export-oriented businesses, IT, chemicals, private sector banks, insurance and new-age retail companies. Harish also discusses why valuations matter more than market excitement and how investors should focus on long-term wealth creation instead of chasing momentum. Watch this detailed portfolio strategy to understand where smart money is moving and which sectors could deliver the next phase of market leadership.