His warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures and steering clear of IT services entirely, even before the geopolitical shock that roiled markets over the past two months.
Large and midcaps better placed than smallcaps in current phase: Shibani Sircar Kurian
Despite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC’s Shibani Sircar Kurian. She highlights banking as a