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Q3 results in line with expectations, banks only outliers: Anand Shah

'Banks were an exception, as they exceeded expectations on all fronts'

Anand Shah, ICICI Prudential AMC
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Anand Shah, Head PMS & AIF Investments – ICICI Prudential AMC

Abhishek Kumar
Investing is now about finding the businesses that are inherently good and triggers that could change outlook for a specific sector or companies, says Anand Shah, head of portfolio management services (PMS) and alternative investment fund (AIF) investments, ICICI Prudential AMC, in an interview with Abhishek Kumar. Edited excerpts:

Which sectors do you prefer right now? Has there been a major shift in the last 2-3 months?

We have a bottom-up approach when selecting companies. At present, we like many companies in the manufacturing theme, as the risk-reward appears to be favourable. Manufacturing activity might have improved in two ways—through

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First Published: Feb 24 2023 | 8:00 PM IST

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