If companies with good balance sheet cash flow show earnings momentum, those will be picked up by market participants and selectively opportunities will emerge in various sectors from a bottom-up basis, Pankaj Tibrewal, Equity Portfolio Manager- Senior Vice President, Kotak Mutual Fund, in an interview with ETNOW.
Edited excerpts:
The markets seemed to have priced in the 25 bps repo rate cut. What are you anticipating g ..