Somewhere there is a disconnect and maybe the market is talking about inflation but I am not convinced right now and I will be more worried if I see the bonds rallying big time, says Alok Singh, Chief Investment Officer, BOI AXA.
Some of the stocks in the pharma and the chemical space in your funds are in some of the best performing quartile. How early did you get into that space and what worked for you?
We started investing in chemical n ..