Madanagopal Ramu on 3 themes to play for attractive risk-reward on a 2-3-year basis
“There are four-five stocks in each of these three themes in addition to the digital space and that is how we create our 20-stock portfolio. The concentrated approach in midcaps and smallcaps really makes sense rather than a diversified portfolio. But in the next six months, markets can head anywhere because flows are determining the returns today and the reality will come out only when the flows stop. ”
