MedPlus, Ipca, Honeywell among AMCs’ picks in December
These diversified stories were compelling largely because of two factors.
Synopsis
Fund managers have shown a preference for bottom-up ideas in sectors beyond IT and pharmaceuticals in December when compared to the previous month. Two trends have clearly emerged in portfolio changes of leading fund houses in December 2021.
Fund managers have shown a preference for bottom-up ideas in sectors beyond IT and pharmaceuticals in December when compared to the previous month. Two trends have clearly emerged in portfolio changes of leading fund houses in December 2021. Due to elevated valuations, large-sized fund houses continue to show high inclination to tap into IPO (initial public offering) stories. IPOs such as Metro Brands, MedPlus, RateGain Travel Technologies and
