Daily Voice | This portfolio manager is more bullish on ERD space within technology compared to traditional businesses

Markets are positively positioned with strong macro growth and corporate earnings growth, plus valuations, though above average, are not overstretched, says Alok Agarwal of Alchemy Capital.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-portfolio-manager-is-more-bullisherd-space-within-technology-compared-to-traditional-businesses_17248621.html