We have been adding the companies that we already own and which we felt were still reasonably valued in our portfolio, Raunak Onkar, research head, PPFAS Mutual Fund, tells ET Now.
Edited excerpts:
We have absorbed Urjit Patel’s resignation, we have absorbed the setback for the BJP in the polls and we have recuperated from the recent lows. Do you think that most of the bad news, at least in the short term, are behind ..