I had blogged earlier about how the next sector to be touted will be those of export oriented companies.
Sure enough, S Naren of ICICI Pru made the following statement”We have always believed in exports as a theme.We took this call over the past two years and could
consider adding to exporters of technology, pharmaceuticals,
auto parts and textile”, he said, without naming any companies.
Watch out for more and more fund managers join the chorus.