ETMarkets Smart Talk: Want to build a portfolio? Look in small & midcap space: Arvind Kothari
“The first rule of investing is that one should know where one is investing. An idea can be borrowed but not conviction. Every investor has a different investing process. This helps the investor to navigate through the downcycle prudently. Ours is research-based investing. Learning while unlearning is important in equity markets. Here, firstly analyse why the portfolio is down.”
