Market is getting increasingly polarised over the last six months, said Anshul Saigal, Head and Portfolio Manager, Kotak Portfolio Management Services.
Speaking to CNBC-TV18, Saigal said the market is basically looking for two things – one is strong cash flows and two, high liquidity stocks that they can enter and exit at will.
Saigal said these characteristics are present in the largecap well researched space.
"There is clear risk-off trade playing out and it has played out in the past and it is currently playing out in the last six months,” Saigal added.
First Published:Jul 5, 2018 5:02 PM IST