2023 a difficult year to navigate but enough opportunities out there: Anshu Kapoor
“We exited IT much earlier, even before this negativity started to build up. We entered into the pent up consumption trades much earlier. Given the agility of the portfolio, we have been able to perform and carry net exposure. We are very agile in cutting back on the net exposure as in we will build hedges very quickly when we see the market trending negatively or downwards.”
