ETMarkets PMS Talk: We are bullish on India macro; October correction likely to offer better opportunities to investors: Amit Goel
rural distress, a still robust corporate capex outlook, and a cyclical recovery in the festive and wedding seasons,” says Amit Goel, co-founder and chief global strategist at Pace 360.
In an interview with ETMarkets, Goel said: “We believe that with the October correction, we are in a better position, as expectations have come down. We have a clear runway of 2-3 months where the Indian economy can perform well, provided the global slowdown does not worsen,” Edited excerpts:
The SKG India Value fund rose more than 12% in September outpacing other PMS schemes in the category as well as other categories as well. What worked?
September was a great month for our strategy. It was one of those times when just staying invested in great quality stocks paid rich dividends.
Some of our core portfolio companies had showed promising results at the end of Q2 FY25, which led to a follow-up buying in September.
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