Kashyap Javeri - Head of Research and Fund Manager - EIML on Moneycontrol TV with Surabhi
Emkay Investment Managers Limited (EIML)
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Kashyap Javeri - Head of Research and Fund Manager - EIML on Moneycontrol TV with Surabhi
126 просмотров · Трансляция закончилась 5 дней назад
Emkay Investment Managers Limited (EIML)
5,64 тыс. подписчиков
126 просмотров · Трансляция закончилась 5 дней назад
Indian equities are in their fifth straight week of losses, with the Nifty and Sensex correcting sharply on foreign fund outflows, weak global cues, and a rupee under pressure. For most participants, this reads as noise. For long-term investors, it is the moment valuations and fundamentals start to diverge, and that divergence is where the real work of allocation begins.
Kashyap Javeri, Fund Manager and Head of Research, Emkay Investment Managers, joins Surabhi on Moneycontrol TV to unpack what this correction means for long-term portfolios and where the fundamentals still hold.
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