Kenneth Andrade Highlights India's Value Sectors Amid Market Volatility

Kenneth Andrade, Founder & CIO of Old Bridge Mutual Fund, shares his insights on sectoral value amidst current market conditions. He emphasizes that while absolute value may be scarce, relative valuations across sectors provide opportunities. Andrade advises focusing on sectors where execution potential is strong, noting that businesses with well-executed models can deliver value over time. He further highlights the importance of patience in the market, suggesting a 3 to 5-year horizon for visibility and growth. By balancing sectoral valuations and execution risks, investors can identify promising opportunities in a dynamic market landscape.