'India Rate Cut Cycle Might Be Slow & Limited': UTI AMC CIO On The Talking Point
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Vetri Subramaniam, CIO, UTI AMC
Vetri Subramaniam, CIO, UTI AMC tells that it looks like risk assets have already climbed a wall of worry. Rate cut cycle is built into the prices by now. He is not sure if there is scope for further mark-up in prices led by rate cuts. He also mentions that there is a need to look at each market differently. He also tells that the consumption growth has been slightly disappointing. Some companies have been doing well, but wouldn't recommend the sector.
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