Veteran investor Howard Marks emphasizes understanding market cycles over predicting turning points. In today’s environment of high tech optimism and elevated valuations, he advises calibrating risk by gradually adjusting portfolios based on market signals. For Indian investors, this means focusing on selective stock picking and valuation discipline amidst strong structural growth.
ETMarkets Smart Talk | Financials, IT turn attractive; microfinance seen as turnaround bet: Niraj Kumar
Indian stock markets are presenting new chances for investors. Financial and IT sectors are looking attractive. Microfinance is seen as a turnaround play. Investors with