Felix Zulauf’s Big Calls For 2022 And Beyond
Forward Guidance
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The Negative Playbook for the Market
The traditional playbook is when you're going into an uncertain period, you might want to go overweight something like utilities. Despite rising interest rates, I think the Nifty 6 or the Nifty 20 will come back again and outperform on the way up. But on top of that, you will have a few segments of the value part that should also do well.
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