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The Future of India's Manufacturing Sector
The real good pockets we still across nifty and non nifty for a medium-term perspective is manufacturing which of course contains your defense. Some of the real good like Siemens ABB are in a niche in terms of helping plants improve their productivity but there are others into bearings into so many other parts that not only are doing good in India but will continue to do very good in exports as China plus one Europe plus one continues to unleash okay. The whole basket of manufacturing we think will continue toDo well over next five years depending on if you are a very high quality investor, says Anil Agrawal.