After a blockbuster rally following the budget, markets is losing sheen. Most recently, there are fresh concerns over rising number of covid cases leading to fears of a deeper impact on economy. Adding to those uncertainties is the fear of rising global inflationary risks as crude prices have been on the surge. The sell-off in equities worldwide is also following a sudden rise in 10-year bond yields across the globe.  So, now as we are approaching FY22, the question is what are the top sectors to bet on in the new fiscal?

To discuss that, Mint's Nasrin Sultana is joined by Satish Ramanathan, MD & Chief Investment Officer – Equity, JM Financial Asset Management.