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  • News From Press Combine defensives and risky assets: Harsha Upadhyaya, Kotak AMC

    Combine defensives and risky assets: Harsha Upadhyaya, Kotak AMC

    Source: The Economic Times Aug 14, 2018


    It has been a good, solid comeback by the bulls. A month or 45 days ago, we were discussing trade war, uptick in crude, poor valuation levels but all those concerns have now taken a back seat. Suddenly, the market has become Teflon coated. Where are all the concerns and where are all the naysayers?

    I do not think the macro headwinds or the challenges are out of the way. Despite some of these challenges, given the kind of strong inflows from domestic retail investors and  ..

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