Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
Concurrent Gainers: 10 stocks that gained for 5 days in a row
Over the five trading sessions ending July 10, the Sensex slipped 195 points, or 0.25%, to settle at 77,569. While the benchmark advanced in three