Right time to stay invested in Mid and Small cap, says Aishvarya Dadheech
27Aishvarya Dadheech in conversation with Ajaya Sharma, ET NOW to help us understand current market dynamics and themes he`s betting on. In the last one-week entire narrative is changed he believes we are still not of the woods. From broader market perspective, seen massive selling in large caps vs mid-small caps not hit so hard. At current juncture, he believes moderation in commodity is seen as we move from Inflation scare to growth scare. "Right time to stay invested in Mid and Small cap" says Aishvarya Dadheech. He foresees a lot of value in mid-small cap. This space is expected to see a growth of 28%.
In IT space he believes one should be cautious; growth and digitization story still intact. He expected muted earning growth in Q1FY23 and management commentary to be key monitorable. He's bullish on Consumer durables, Consumer discretionary, Auto and
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