Vikas Khemani of Carnelian Asset Management suggests that promoter selling, often driven by fund lifecycles or diversification, is a natural part of emerging market evolution. He advises investors to analyze the context behind such sales. While Q1 earnings might be mixed due to market uncertainties, Khemani remains optimistic about long-term investment, particularly avoiding overplayed themes like defense and renewable energy.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets