Ambit’s Aishvarya Dadheech is putting money to work in consumer discretionaries. Here’s why
India's interest rate hike cycle is nearing its end, making it an ideal time to start shopping, according to Aishvarya Dadheech, director and fund manager at Ambit Asset Management. The present period of volatility in market activity provides an excellent opportunity for investors to pick up high-quality companies, she said. Dadheech cited the consumer discretionary sector as an area Ambit was looking to increase investment, partly because of a forecast moderation in commodity prices.
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