Daily Voice | India will be among best markets globally, if inflation cools off: Rajesh Bhatia of ITI Long-Short Equity Fund

Hereon, the fund would prefer IT, telecom, insurance, private banks and select consumer stocks, says the Managing Director CIO. “We are also likely to increase cyclical bets as we either get a better handle on inflation trajectory or if valuations decline,” Bhatia says

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-india-will-be-among-best-markets-globally-if-inflation-cools-off-rajesh-bhatiaiti-long-short-equity-fund_16201281.html