Why SageOne prefers to stay out of recovery-linked businesses

“The safety net for us is the businesses which are not that coupled with the economic revival. As bottom-up stock pickers, we want to stay put in businesses which have survived economic and market cycles and showcased resilience and at the same time have bright outlooks in terms of earning performances and are able to maintain them, ” says CEO, Sharad Pachisiya.

from Markets-Economic Times https://ift.tt/3i9Ip8B