Selective in pharma and capital goods; will move to overweight in IT on weakness: Trideep Bhattacharya

“From an asset allocation perspective, a slightly longer-term answer to your question is yes, inflation is likely to be stickier and hence, while rates might have peaked, coming down might take some time. The asset allocation needs to be thought about in that context.”

from Economic Times https://ift.tt/n4cIXhQ