The widening gap in valuations between the mid-cap as well as the small cap pack and the largecap pack means that this is a wonderful opportunity to rotate it and bring down the average one-year forward PE of the portfolio by buying good quality, solid, robust largecaps, says Sunil Subramaniam.
Trump 2.0: Executive orders to shape US economy and global markets: ED Yardeni
We are going to have to wait a while to see what gets through and once it gets through, we will all be trying to