Friday, 6 October 2017

Don’t bet on economic recovery, go counter cyclical on 4 themes: Ajay Srivastava, Dimensions Consulting


The construct of the market is that consumer stocks are by and large expensive -- whether it is autos, staples or discretionary. You have to bet on the economic turnaround.

You can read more here: Don’t bet on economic recovery, go counter cyclical on 4 themes: Ajay Srivastava, Dimensions Consulting

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