Kenneth Andrade sees opportunities in stock market. So where is he betting big?

Kenneth Andrade sees opportunities in stock market. So where is he betting big?

Source: Live Mint Kenneth Andrade, the ace investor known for his high-conviction calls, looks for businesses early into a business cycle as part of his investment philosophy. The chief investment officer of Old Bridge Capital Asset Management observed that India’s market capitalisation to GDP ratio is 130%, which still indicates overvaluation. However, he still sees…

Read More