investment strategy: As market narrative turns negative, look beyond a few quarters and put more money to work: Rajeev Agarwal
Rajeev Agarwal, Fund Manager & Managing Partner, DoorDarshi India Fund, says many times, it is not about whether the business is a good business, but if the price is good enough? It is more of trying to be very careful with where the price is versus what we think the value is. And being conservative, many times they have to exclude some of the market darlings.
All the action seems to be happening in the US right now and it is really the dollar which is pulling the…
Agarwal also says Indian markets have experienced significant gains, and we are beginning to observe a phase of consolidation. He anticipates that capital expenditure will start to increase, and the Indian economy to perform well, leading to a resurgence in earnings growth.
All the action seems to be happening in the US right now and it is really the dollar which is pulling the…
