Kotak stated that he is cautious about building India with 1 or 2 companies in each sector while discussing capacity building. He prefers having 4-6 large players in banking and other sectors. In his opinion, broad-based capacity creation will be important to create a $30 trillion economy.
Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will