Motilal Oswal AMC首席执行官Prateek Agrawal解释为何回避大型银行、IT及FMCG股票
· economictimes.indiatimes.com
Motilal Oswal AMC倾向于高增长主题，包括国防、可再生能源、医院、数字业务和资本市场，同时限制对大型银行、IT、大宗商品、FMCG和传统汽车领域的敞口。其集中且高贝塔的策略旨在实现持续的盈利增长和阿尔法收益。
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