12/8/2024, 1:13:02 pm

Market Cycle Has Shifted To Quality From Value: Sorbh Gupta

Sorbh Gupta, senior fund manager at Bajaj Finserv AMC, believes that the market cycle is shifting from value stocks to quality-oriented stocks, focusing on good returns on equity and independence from government contracts. The fund will be underweight on IT and overweight on consumer staples, expecting a revival of rural demand, and positive on pharma and consumer discretionary sectors.