Talking to ET Now, Rajeev Thakkar, PPFAS MF , says February fall probably took us back to where we were in the end 2017 or beginning 2018. It did not take us back to 2008, 2009 scenario.
Edited excerpts:
I have your last declared portfolio with me. I do not have access to the February data but your portfolio positioning is telling me that you were bearish in the month of January. Has your market view changed after this selloff in the month of February?