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Amid increased volatility and sharp stock-specific reactions to gains, Daljeet Kohli advocates a disciplined bottom-up investment strategy, arguing that broad sectoral or thematic investments may not work in the current environment.Speaking to ETNow, Kohli noted that market diversification has increased significantly, with companies being rewarded or punished purely on quarterly performance. Stocks that disappointed in […]
Sudip Bandyopadhyay highlighted that Indian equity markets are currently in a consolidation phase, which offers attractive bottom-up investment opportunities. According to Bandyopadhyay, the sharp market correction in recent months is a natural adjustment from the highs of late 2024, with fundamentals gradually catching up with valuations. In an exclusive interview with ET Now, he noted […]
