We believe there is going to be a big shift in supply chain dynamics away from China, says Rohit Agarwal, equity fund manager, Kotak Life Insurance.
Talk to us about the stance you are taking on your portfolio?
There is a lot of high frequency data which has been pouring in the last month or so but we believe that in the near term the markets have run its course and we do not see too much near-term upsides in the markets. The same was not true in March wher ..
