Madhusudan Kela’s portfolio faced sharp volatility with nine stocks plunging 15–45% over the past seven months, even as he introduced one fresh bet in Q3.
IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbook
Market expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant EPS growth. He also