Subscribe To Our Free Newsletter |
2024 election fears keeping market from touching new highs: Rahul Chadha
"There is a bit of a defensive part of our portfolio. We have got consumer staples, we have got the likes of Power Grid in our portfolio. Over six-nine months, there will be higher weight for consumer discretionary. They are still part of our portfolio, but one would like to increase weights there as one gets confidence that we have gone through this economic downturn and things improve significantly or growth outlook would improve significantly in 24 and onwards."