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Active fund managers hiked exposure to these sub-sectors. Are you invested in any of these?

The article from Moneycontrol discusses how active fund managers in India have increased their exposure to specific sub-sectors within the broader sectors of the economy, as per the latest data from Morningstar. Notably, there has been a significant uptick in investments in the consumer durables sub-sector, with fund managers doubling their exposure over the past year, driven by a recovery in demand and a shift towards premium products. Additionally, there's been a marked increase in investments in the chemicals sector, particularly in specialty chemicals, due to global supply chain shifts and a push towards import substitution. The healthcare sector, especially pharmaceuticals, has also seen increased allocations, reflecting a focus on innovation and generic drug exports. Meanwhile, sectors like IT services have seen a slight decrease in exposure, possibly due to concerns over global economic slowdowns affecting tech spending. The article suggests that these shifts in investment patterns could be indicative of where fund managers see growth potential or stability in the current economic climate.

Read the Full moneycontrol.com Article at:
[ https://www.moneycontrol.com/news/business/personal-finance/active-fund-managers-hiked-exposure-to-these-sub-sectors-are-you-invested-in-any-of-these-12879924.html ]