Airlines with financial muscle will gain disproportionately when the easing starts, says the CIO of Kotak AMC.
We can endlessly argue about whether it is liquidity or momentum, but the bottom line here is, markets are at 10,000. So what are you dog as a money manager? How are you really trying to pinch and convince yourself that with so much of bad news in the world, Nifty is still at 10,000?
You are absolutely right. At times, there can be surprises in the market. When nobody was expecting it, we have seen a sharp rally. I would say it is also because of the fact that India underperformed many other markets, especially emerging markets, by quite a margin till a few days back, and also our government has started looking at easing some of the lockdown restrictions.
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