Thursday 8 June 2017
We are betting on 3 multi-year themes: Harsha Upadhyaya, Kotak AMC
Cement, auto and energy are the three broad themes Harsha Upadhyaya, CIO-Equity, Kotak AMC, is betting on. Risks are building up and it is showing up in some segments. If it continues to move up this way, you could see a broader correction. The market is lacking triggers in the near term.
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