For those looking at above market gains and have the risk-appetite, here is how to play the short-term momentum of certain ‘themes’
R Balakrishnan
Often, we anticipate changes, but cannot pinpoint how exactly they will unfold. For instance, we could have taken an intelligent guess that, with a new government in place, its top priority would be to revamp infrastructure and resume spending on it. However, it would not have been easy to anticipate which companies would benefit the most either through competence or their proximity to the administration. So we identified a ‘theme’ for investment. However, acting on that, often, is not...
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