Global markets set to correct? | Sandeep Tandon To ET NOW
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Approach 'very cautious' after sharp rally. Risk-appetite in global markets showing signs of peaking out. Inflation may return earlier than expected with excess liquidity. Maintain a negative stance on banking sector in the medium term. Entering a tough phase of liquidity. Overweight on defensives like select pharma & consumer. Investors who have missed the rally strongly feeling left out. Global liquidity has been rising for the last 3-4 months, but risk appetite is showing signs of peaking out, says, Sandeep Tandon, Quant Mutual Fund. Watch Sandeep Tandon discuss macros and markets, global markets, volatility in the markets and more. Watch! Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com
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