Kenneth Andrade Picks Key Stock Themes For Rate-Hike Cycle - BloombergQuint


4/18/2022 12:00:00 AM3 yearsago
by Bharath Rajeswaran

Energy-related stocks, agricultural commodities and digitalisation are key themes to bet on, says Kenneth Andrade.

Amid rising inflation and rate tightening, Kenneth Andrade sees opportunities in firms with strong cash flows in manufacturing, external businesses and commodity segments. Consumer demand is going t… [+735 chars]

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