If the liquidity improves and if rates are cut and transmission improves, the biggest beneficiary will be small and medium enterprises i.e. small and midcap stocks. These are the stocks which are bearing the burden of tight liquidity, said Nilesh Shah, MD, Kotak AMC, in an interview with ETNOW.
Edited excerpts:
We are close to election. Flows are back and the global narrative is that interest rates will only g ..
