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Key Sectors: Consumption, Infrastructure and Healthcare Marked as Ones to Watch

Mahesh Patil, Co-Chief Investment Officer with Birla Sun Life Asset Management Company Limited, touches on emerging secular growth themes that investors should keep an eye on, including consumer discretionary and infrastructure spending, as well as more defensive sectors such as Indian pharmaceuticals. Birla Sun Life Asset Management Company Limited is sub-adviser of the Excel India Fund. Aditya Birla Sun Life Asset Management Company Pte. Ltd. Is sub-adviser of the Excel India Balanced Fund and the Excel New India Leaders Fund.



 

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