Market Manthan: Why Anand Shah of ICICI Prudential AMC is bullish on banking, manufacturing and logistics in his contra strategy

We spoke to Anand Shah, Head - PMS and AIF Investments, ICICI Prudential AMC on markets, the economy as well as how he picks stocks for his Contra Strategy.

The Strategy has been among the top-performing diversified PMS strategies on a 1-month and 1-year to 3-year basis. Shah has more than two decades of rich fund management experience in the Asset Management industry.