“I’ve been cautious about valuations for some time. Revenue growth had been slowing for several quarters, and now even profits are lagging. I haven’t had to make major adjustments to my portfolio, as I’ve maintained a conservative stance.”
Right time to take profit off the table in pharma; defence a structural buy: Rajiv Batra
Rajiv Batra addresses global investors’ concerns about India’s growth and policy, emphasizing the need for double-digit earnings and nominal GDP growth to reignite foreign investor