ETMarkets Fund Manager Talk: Reduced exposure in most equity schemes since December as valuations stretched: Samco MF

Samco MF has reduced equity exposure since December but CEO Viraj Gandhi remains positive on India's prospects and optimistic on earnings growth in FY25 . Green energy, select PSUs, pharma, autos, private banks are seen as future opportunities. Gandhi says, India's macro factors and interest rate outlook are favorable for investors.