Monday 26 March 2018
10-15% correction from top is not enough as fundamentals have changed: Mukul Kochhar
Talking to ET Now, Mukul Kochhar, Investec Capital Services, says if valuations were 30% or 15%-20% lower, he would be less worried and bet on an earnings recovery. Edited excerpts: Let us start by talking about this recovery of sorts that we have seen in the markets.
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