Market volatility is due to low trading volumes, with potential bottoming out expected by April. Positive shifts in domestic consumption and FPI flow reversals suggest opportunities in the banking and financial sectors. Transition focuses on high-growth small and midcap stocks over largecap defensive names.
Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo.