I would think that the downsides could be limited for many of these companies given the fact that they are zero debt, most of them, and cash flow generating companies with a decent dividend yield, but the upside also is limited given the lack of visibility.
Private banks, energy and telecom look attractive amid market swings: Rahul Shah
Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient