Jinesh Gopani, Head of Equities At Axis Mutual Fund
📌 Big events like upcoming elections are the key to look for in markets.
📌 Good monsoon to aid rural sector, increasing bets on same.
📌 Have added technology, consumer and private sector banks to the portfolio
📌 Maintaining position in auto space, will continue to buy on corrections.
📌 IT sector remains decent till the time companies use margin for future growth.
📌 domestic sector should continue doing well once earnings, rural economy pick up.