We talk a lot regarding our portfolio, how we outperformed the market and a year of conslidation with buisnesses we are seeing in India!
Amit Jeswani of Stallion Asset says, 'We will have Swachh Bharat bull market next'
With Diwali around the corner, we explain how we are positioning ourselves for the coming cycle!
Between 2009 and 2014, the US markets were really weak and I was a trader at that time. Whenever we used to go short the market, the Fed would come out with a large QE. So you could never make money and everyone started calling it the Fed put.
With the slowdown happening in our Economy, how we have placed ourselves to protect the Stallion Family from the downside, where do we see the market heading and how we invest in Financials in India.
We Speak alot on various stocks, like Yes Bank , HUL and the general slowdown in the economy going forward.