What is the right portfolio strategy in this market? BofA Securities’ Amish Shah explains - The Economic Times

“Cautious about earnings risks for external facing sector and if the earnings for those sectors were to get downgraded, valuations multiples for the overall market may look subdued as well. But domestic cyclicals will do pretty well and we are quite bullish o…

Synopsis“Cautious about earnings risks for external facing sector and if the earnings for those sectors were to get downgraded, valuations multiples for the overall market may look subdued as well. B… [+133 chars]

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