investment strategy: Focus on risk-adjusted returns, not just absolute gains: Sandeep Tandon
“See, again, when there were signs of euphoria, we actually cut our exposure. Now, we are rebuilding our exposure, keeping in mind the valuation is great. See, the good part about PSU is that liquidity is amazing. They are fairly liquid names,” says Sandeep Tandon, CIO, Quant MF.
I also want to talk about PSUs at large with you. I know the rationale now in the market or the reworked rationale I should say is that do not look at umbrella strategy. You have got to deep down, go deep down, look at individual stocks. But what about the erstwhile PSU darlings, your defence, your railway names? Do you think they will also show some signs of leadership and are they looking attractive right now because the first correction actually creeped in…
I also want to talk about PSUs at large with you. I know the rationale now in the market or the reworked rationale I should say is that do not look at umbrella strategy. You have got to deep down, go deep down, look at individual stocks. But what about the erstwhile PSU darlings, your defence, your railway names? Do you think they will also show some signs of leadership and are they looking attractive right now because the first correction actually creeped in…
