Indian economy seems poised on much higher growth trajectory in the coming few years. We believe long term trends are emerging in Infra, Housing, IT Services, Pharma, Chemicals, BFSI, Agri and Ecom which will create a virtuous cycle of growth. We believe pick up in these labor intensive segments will generate employment and boost demand in the economy. Market has become much more broad based with participation of most sectors. we believe Ecom, Electric Vehicles, OTT, Green energy, make in India and Financialisation will be key market drivers in the coming decade. We remain overweight on Banks, Consumer, IT, Auto and...