News From Press In range-bound market, only one theme to work for next 1 year: Nilesh Shah, Kotak AMC

In range-bound market, only one theme to work for next 1 year: Nilesh Shah, Kotak AMC

Source: The Economic Times Jun 21, 2018

This is the time to go for defensive sectors, largecaps and quality, It is best to avoid momentum, Nilesh Shah, MD, Kotak AMC, tells ET Now. Shah says only the consumption theme will get supported over next 12 months.

Edited excerpts:

What is the big rise with India theme that you are studying this summer? There are global macro headwinds including the rising cost of capital with rates going up. Back home, we have started talking ..

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