Raamdeo Agrawal in conversation with BQ’s Niraj Shah. (Source: BloombergQuint)
Bulls Interrupted is an effort to understand how top investors recalibrate portfolios and investing strategies when a bull market pauses. Because that’s what happened for several months this year. And while markets may have more recently resumed their upward climb, portfolios now face the problem of stark polarisation. In short - when the going gets tough, what do these veterans do?Here's the first chat in the series with value inves...