Sohum Asset Managers' Parekh Bets on Banks, Telecom for Growth

• Sohum Asset Managers focuses on major banking and telecom names in India for growth.
• The firm holds large banks like ICICI, Axis, SBI, HDFC, and recently added Canara Bank.
• Non-banking financial holdings include Bajaj Finance, Indiabulls Housing, and Angel.
• Sohum is overweight on Bharti Airtel and holds Indus Towers, expecting a solution for Vodafone's financial challenges.
• Founder Sanjay Parekh anticipates another RBI rate cut to stimulate growth, despite rupee pressure.

Why It Matters: Expert's strategy guides investments in India's banking and telecom.