Siddharth Bothra of Motilal Oswal AMC says they do not spend much time trying to predict these global top down macro issues. Rather their effort is on finding few relatively insulated bottom-up investment ideas.
Siddharth Bothra of Motilal Oswal AMC says they do not spend much time trying to predict these global top down macro issues. Rather their effort is on finding few relatively insulated bottom-up investment ideas.
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