Rajeev Thakkar, CIO, PPFAS MF, says with the election season coming in, concerns over valuations, tightening liquidity and interest rate cycle will be hogging the limelight. Thakkar tells ET Now that he would be hunting for only quality stocks.
Edited excerpts:
We have come out of a fairly volatile month of May especially with the midcaps and smallcaps. What do you expect June onwards?
I was just going thr ..