Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
Amid heightened volatility and sharp stock-specific reactions to earnings, Daljeet Kohli advocates a disciplined bottom-up investment strategy, arguing that broad sectoral or thematic bets may not wo… [+3298 chars]
