India is like an FMCG stock, always expensive but creating wealth: Atul Suri
“A massive shift is happening globally. Relative outperformance is happening in industrials and that is also happening in India. Sectors like capital goods, infra, corporate facing banks have done very well, in fact all these are at lifetime highs and well beyond. We are going to move away from that pure new age tech stocks and go back to industrials, commodities, manufacturing and supply chains. It is cyclical. ”