Risk Management: Cutting exposure to capital goods, industrial; waiting for IT to bottom out: Devina Mehra
Devina Mehra of First Global reflects on the markets consensus shift towards capital goods, emphasizing the need to monitor potential sector peaks. She also discusses stock market volatility, election impact, and risk management strategies for smallcap stocks. Mehra says: "We have added a few commodity stocks in our last rebalance -- some amount of metal, steel, etc, and even some cement."
Source: indiatimes.com