Q&A: Navneet Munot, Chief Investment Officer, SBI Mutual Fund
Chandan Kishore Kant / Mumbai February 12, 2010, 0:02 IST
Navneet MunotNavneet Munot, chief investment officer, SBI Mutual Fund, manages around Rs 37,000 crore in assets, half of it equity. He spoke to Chandan Kishore Kant on the outlook for the stock market this year, the sectors he likes and his expectation from the Union Budget. Edited excerpts:
The other big event will be the Union Budget, where we expect some part of the stimulus to be withdrawn. The market is looking at that fear as well.
But, of course, it will be done gradually, as there is a need to balance fiscal consolidation and keeping the recovery process undisturbed. Disinvestment could be another big theme.