For the first time in the post Covid bull market, we have seen a sizable correction of 10% plus on the index and 20% plus in mid and smallcap stocks. Is this a much awaited correction and geopolitics and Fed is just a reason?
I would probably agree with that and as I have often said, real risks are not known and I think something similar has played out. If you recall, even in our last conversation we had discussed that markets are expensive and one should have moderate expect ..
