Edelweiss’s Aditya Narain has a buy on both Zomato & Nykaa. Here’s why - Economic Times

“Wherever there is confidence that the business model is robust and wherever we get the comfort that these managements are sticking to what they have been talking about and what they have been doing, then we will add. So amongst these stocks we actually have …

At a strategy level, generally we would prefer low beta. We would prefer largecaps and we generally are running an underweight as far as the small and midcaps are concerned but a lot of these stories… [+2885 chars]

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