| Subscribe To Our Free Newsletter |
Fund Manager Talk | No value opportunities in current market environment: Kenneth Andrade
“What seems to be deviating right now is the trajectory of valuations and the growth of the economy. Valuations in a lot of businesses are running ahead of time – the expectations are building up significantly. In situations like this, what is not factored into this scenario is an external event which could derail executions. Investors need to balance this view before taking any view of incremental investments.”
