Rajeev Thakkar on hyper-competition, cash holdings and finding value in US and China
56:50
YouTubemoneycontrol
Rajeev Thakkar on hyper-competition, cash holdings and finding value in US and China
Markets are swinging without strong triggers to fuel a clear rally or correction. With GST cuts and tariff moves adding to the noise, stretched valuations in an intensely competitive landscape make a broad-based uptrend unlikely. Rajeev Thakkar unpacks these challenges, while elaborating on his overall investment philosophy, mistakes and ...
45.4K views3 months ago
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