Which are the sectors this FII is looking at to make oversized bets in India? Deepika Mundra answers

M&G Investments' Vikas Pershad and Deepika Mundra discuss their active bets in India's private sector banks, hospitals, airlines, air conditioners, and auto ancillaries. They highlight the strong order books of Indian auto ancillary companies and the growth potential in various sectors driven by improved capital allocation and execution. M&G Investments’ active bets are concentrated in the top eight stocks.