Rupen Rajguru, Head-Equity Investments and Strategy at Julius Baer India outlines a barbell strategy favouring derated private banks and high-growth capital goods, capital-market and manufacturing businesses amid market pressure.
Rupen Rajguru, Head-Equity Investments and Strategy at Julius Baer India outlines a barbell strategy favouring derated private banks and high-growth capital goods, capital-market and manufacturing businesses amid market pressure.