Gurmeet Chadha Sees Opportunities In Mid-Caps, Defence, AI Infra
Complete Circle’s Gurmeet Chadha shares his outlook on mid-caps, defence, cables and wires, power electronics, chemicals, AI infrastructure and battery components. He says 60% of the portfolio should be outside frontline indices and sees opportunities in stocks with a Rs 2,000-5,000 crore market capitalisation. Chadha also discusses offshore allocation, gold, new-age companies and the emerging opportunities in space technology.
