ETMarkets Smart Talk: 80% of portfolio to be invested in manufacturing theme businesses: Rakesh Sethia

Rakesh Sethia from HDFC AMC Ltd. emphasizes the investment strategy of allocating 80% to manufacturing-themed businesses with growth potential. He advises long-term investment in the Indian market despite risks, citing government support for manufacturing and infrastructure. Sethia says: "We continue to remain optimistic on government focus on infrastructure and manufacturing and expect a broader policy continuity."