Is the form of pursuit of market themes? Shreyash Devalkar explained
Shreyash devalkarFund manager, Axis Mutual Fundsays the market is united, which makes wide investment themes less effective. Themes in narrow challenge are also due to market awareness. Public Sector Activities or the psus is well done, but Thatatic invested may not be wise today. one Stock selection Within PSUs, such as banks or capital goods,…
