Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
​Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating. by Soban News (international And National News)