With the second wave of Covid-19 denting investor appetite, SATISH RAMANATHAN, MD and CIO – Equity at JM Financial Asset Management tells Nikita Vashisht that investors must build their portfolio with large-cap and midcap along with offshore funds to tide through the current volatility. Edited excerpts
Do you see further more market correction over the next three months?
The sudden surge in Covid-19 cases has derailed expectations and growth to some extent. However, a supportive and pro-growth Reserve Bank of India (RBI) offers relief. We believe that it is too early to call a slowdown and are in the wait