We are positive on financial, pharma & auto; cautious on FMCG: Mukul Kochhar

Mukul Kochhar of Investec Capital Services discusses market reactions to potential election outcomes, emphasizing severe possible impacts and strong business momentum. He covers various sectors like financials, pharma, automobiles, FMCG, and non-ferrous metals, offering insights into each. Kochchar says he is optimistic because of the nascent shoots in the private capex cycle.