Even though the markets have sailed through negative developments in recent months, investors who are over-exposed to narrow market segments should exercise caution in the next 3-6 months, says Aashish P Somaiyaa, CEO – WhiteOak Capital Asset Management, in an e-mail interaction with Abhishek Kumar.
Markets have interacted with several negative developments in recent months, from the rise in oil prices to the Israel crisis. What is behind the resilience?
Not just the West Asian flare up, markets seem to be sanguine about US interest rates, and the upcoming political season. This could be due to investors’ confidence in the