Whalesbook
Fund Manager Parag Thakkar, Head of Fund Management at Fort Capital, has expressed a strong liking for the PSU banking sector, noting their lower cost of funds compared to NBFCs. He has invested in Punjab National Bank (PNB), Canara Bank, and holds State Bank of India (SBI) as his largest portfolio stock. Thakkar also anticipates a comeback for the FMCG sector, driven by government and RBI initiatives boosting consumption, and views Infosys as a good contra buy.