“Keeping volatility in the global markets and expensive valuation in mind, we keep our overweight view on financials, consumption, industrials, and automobiles. We are adding weight in Healthcare while remaining UW on Metals, Energy, IT, and Utilities. One needs to add quality names to their portfolio that have strong fundamentals with robust earnings outlooks in order to tide over this volatility. Also, one needs to keep valuation in mind .”
| Subscribe To Our Free Newsletter |
