ETMarkets Smart Talk: Want to pick winners? Anil Rego highlights 5 factors for stock selection
"We believe that the rally is sustainable since we expect earnings to improve from the third quarter of FY23. However, in case US markets do get into a next stage downturn, we could see volatility in the short term. Hence, investors can maintain a balanced approach and look at a phased approach of deployment into markets if they have surpluses."