Kotak Mutual Fund believes it is time for investors to play contra. “If markets are pricing in an unstable government, it’s time to take risk,” says Nilesh Shah, managing director, Kotak Mutual Fund. Shah asked investors to maintain their asset-allocation discipline and not to change it because markets have come down.
Even if the market is right, majority of the bad news is factored in and the corrections will be far smaller. In case the market is wrong in predicting the government on ..
