market: ETMarkets Smart Talk: Why Jitendra Gohil is adding consumption and cutting exposure towards infra & midcaps
“We have been adding consumption driven names and have been cutting beta by adding exposure to defensives such as Pharma, consumption and to some extent IT names,” says Jitendra Gohil, Chief Investment Strategist, Kotak Alternate Asset Managers Limited. In an interview with ETMarkets, Gohil said: “We are cutting exposure in infra-related capital goods companies and … Read more
