Mayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar manufacturing, which are not fully valued for their medium-long term earnings. He highlights easing liquidity, trade de…
Financials, telecom, commercial vehicles and integrated solar manufacturing are sectors where Mayur Patel, President & Fund Manager Listed Equity, 360 ONE Asset Management improving structural dr… [+12930 chars]
