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Marcellus orienting portfolios towards bottom-up stock picking: Rakshit Ranjan
Rakshit Ranjan of Marcellus Investment Managers highlights the need for bottom-up stock picking due to markets running ahead of fundamentals. He discusses sector-specific challenges, mentioning that certain retail and manufacturing stocks may face earnings underperformance. He also touches on auto sector transitions and the current valuations of battery and specialty chemical companies.