Our analysis suggests that any time when mid and smallcaps underperform on a rolling return basis by more than 15%, the next 12 to 18 months is quite strong for the segment, said Pankaj Tibrewal, Equity Portfolio Manager & Senior V-P, Kotak Mutual Fund, in an interview with ETNOW.
Edited excerpts:
Can the defence sector continue firing after 100% gains?
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