So, when the team which is working, which is building this corporate corporation, if they lose their fire in the belly and suppose if they cannot perform, so that could be one of the reasons that I would think that now nothing can be done with this team and I cannot change the team also, if such kind of scenario suppose comes up, then I may think of exiting.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility
December 23, 2024