Chakri LokapriyaCIO EQUITIES, Lgt -rijkdomSays that the resolution of Trump’s rates has reduced uncertainty by 50%, while the hope of trade discussions in the US and Russia feeds the expectations of relaxed oil purchases for India. However, the assumption of the market that an agreement between the US and Russia will automatically eliminate the extra […]
“We may see some chance in industrial, consumer discretionary and staples that seem to be, such as ITC and Hindustan Unilever. Besides that, the market does not see very exciting,” says Chakri Lokapriya, Cio-Equits, LGT-Rijkdom. Give us a general feeling from where you see the markets there. We are deeply in sold -up territory. Fundamentally, […]