Looking for stocks with reasonable valuation and growth for next 2 -3 years? Consider these 3 themes: Ashish Gupta

Ashish Gupta, CIO of Axis MF, highlights three investment themes: consumption in discretionary sectors, the financial sector with a focus on private banks, and government-driven initiatives like Make in India and PLI. He notes that liquidity is driving market highs globally and emphasizes the importance of growth differentiation among companies.