India Tends To Perform During Crisis: Kotak AMC
  • Ekta Tibrewal
  • Sep 04 2013

September 4: Kotak AMC’s Alroy Lobo says retail investors are more mature now and recognize equities as a cyclical asset class. He sees a limited downside for equities, with redemptions mostly on the global front. “Some investors were warming up to India, but have put all decisions on hold post rupee depreciation,” he says. While there have been disappointments on the reforms progress, I’m optimistic that there will be a lot of policy decisions being made now.