I think that financials especially those where the valuations are excess must be sold now. If you do not get out now you are only going to be watched. I would say this with and they may be the best of companies but you have to be ruthless when it comes to valuations. Read more here: Shyam Sekhar on how to invest in financial and deleveraged themes
Read More Here: Shyam Sekhar on how to invest in financial and deleveraged themes
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