Outlook 2022 Ravi Dharamshi CIO ValueQuest Investment Advisors

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=eMFodmkblg8

Speaking to ET NOW, Ravi Dharamshi, CIO, ValueQuest Investment Advisors says he is reducing weightage on speciality chemicals after a recent run-up. He is bullish on cyclical recovery plays like autos, realty. Pharma valuations have become reasonable over the last 5-7 years; offer a good risk-reward ratio. Pharma retail is a good business model. He is also betting on large private banks and housing finance companies. Real estate recovery is driven by volumes and not pricing, he adds. Ethanol removes sugar cyclicality; huge opportunity in the space. Decarbonisation is a multi-year long theme, he concludes. Watch the full interview here. • Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 • Subscribe Now To Our Network Channels :- • Times Now : http://goo.gl/U9ibPb • The NewsHour Debate : http://goo.gl/LfNgFF • To Stay Updated Download the Times Now App :- • Android Google Play : https://goo.gl/zJhWjC • Apple App Store : https://goo.gl/d7QBQZ • Social Media Links :- • Twitter - http://goo.gl/hA0vDt • Facebook - http://goo.gl/5Lr4mC • G+ - http://goo.gl/hYxrmj • Website - www.etnownews.com

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