Don't buy risk, go for B2B players in capital goods space: Samit Vartak, SageOne Investment (Economic Times) Companies which have a moat around them will have the ability to retain the tax cut and will benefit but in sectors where there is too much competition, companies will have to pass on the tax benefits and would not gain much, says Samit Vartak, Founding Partner & CIO, SageOne Investment Advisors. Excerpts from an interview with ETNOW's Nikunj Dalmia.
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