Fundamentally, things are not all that bad post the kind of correction we have seen. Valuations have become reasonable on the largecap side at least if we see across the board and mid and smallcaps in selected pockets.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.