Sectors which did well decades ago, may see resurgence now: Kenneth Andrade

Indian companies serving markets abroad rather than the domestic one are likely to gain disproportionately even as other tailwinds help with costs

Kenneth Andrade, founder and chief investment officer at Old Bridge Capital Management, believes that the next big theme for the market may well be segments that benefit from certain tailwinds that are playing themselves out even as the Coronavirus (Covid-19) pandemic continues.

Previously a star fund manager at IDFC Asset Management Company, where he was between 2005 and 2015, he has been known for his mid-cap bets.  With over 27 years of experience, he believes that the current market cycle may well mirror trends that first played out in the initial days of his career.

Indian companies serving markets abroad rather than