Wednesday, 25 April 2018
Worried about macro but micro is better; betting on 2 mega themes: Shibani Sircar Kurian, Kotak MF
Talking to ET Now, Shibani Sircar Kurian, VP & Head - Equity Research, Kotak MF, says bullish on two mega themes of consumption and infra. Today most of the participants are talking about how bond yields in US are moving higher.
You can read more here: Worried about macro but micro is better; betting on 2 mega themes: Shibani Sircar Kurian, Kotak MF
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