investment strategy: Best to go with Barbell strategy of investment in US as well as India: Santosh Rao
Santosh Rao, Head of Research & Partner, Manhattan Venture Partners, says they are doing a barbell strategy in the US where there is technology on one hand because that continues to be a growth strategy and AI is the growth engine and on the other hand, in anticipation of a recovering economy and pro-growth strategies, they are going with cyclicals such as financials and industrials and materials.
The rupee has largely been range-bound in the past year and that hovered between Rs 83 and 84 to the dollar. In fact, many emerging…
Rao says a similar strategy applies in India as well and one should stay with high-quality names. There is no room for speculation. Technology is not that big a factor, but pharmaceuticals and industrials are.
The rupee has largely been range-bound in the past year and that hovered between Rs 83 and 84 to the dollar. In fact, many emerging…
