Varun Saboo of Anand Rathi Shares discusses their investment focus on sectors like tractors, hospitals, banking, and two-wheelers. They see clear earnings potential in companies like Escorts, M&M, Axis Bank, Eicher Motors, L&T Finance, and Shriram Finance. Corporate earnings, domestic liquidity, valuations, and positive outlook for Reliance Industries are highlighted. They anticipate growth in the long-term.
