Sometimes it is better to do nothing, wait for next earnings season to start: Dipan Mehta
“The portfolio, which is broadly into auto, banks, select technology, consumption-oriented stocks and some of the profit-making platform companies, is doing pretty much fine. What we are seeing is that prices have gone nowhere for a lot of stocks in the last 6 to 12 months or so but time has lapsed, earnings trajectory has remained more or less stable. “
