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Liquidity will keep investors buying every dip; 2 themes to anchor portfolios in a few years: Harsha Upadhyaya
Kotak AMC's Harsha Upadhyaya emphasized the emerging significance of electric vehicles and artificial intelligence for future market themes. He noted robust domestic investment flows supporting current market levels despite valuation concerns and detailed recent portfolio adjustments focusing more on IT and consumer sectors while trimming industrial and auto sector investments, reflecting a defensive strategy shift.
