Stock Market Has The Winner's Curse | Charandeep Singh & Varun Daga Of Girik Capital | Markets
50Speaking TO ET NOW, Charandeep Singh exclaimed that people are drawing worse case conclusions, and that although he has not been a buyer in the decline yet, he is waiting for things to stabilize. Speaking about his portfolio, he said that he has been reducing small-cap exposure in the portfolio, as markets show strong materials and commodity trends. Chiming in Varun Daga says that RIL & Bharti Airtel remain top holdings and that they are "inflation-proof". Speaking on the market scenario, he said that opening up trades to do well, with Reliance Retail continuing to grow. What are the big trends for the next decade? Will Financials be the next big theme? To find out, watch this interview only on ET NOW
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