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Marcellus' Gubbi Explains What To Do When Bad News Hits Financials

The impact of positive or negative news flow is very amplified in the case of financials, says Marcellus Investment Managers.



Shadows of commuters are cast on the road in Amritsar, India (Photographer: Brent Lewin/Bloomberg)
Shadows of commuters are cast on the road in Amritsar, India (Photographer: Brent Lewin/Bloomberg)
Marcellus Investment Managers reckons easy access to information, incessant news flow around the economy, and policies and regulations make it difficult for investors to be inactive and hold on to high-quality financial services companies.The impact of positive or negative news flow is very amplified in the case of financials, the investment adviser said in its newsletter. Volatility in the valuation multiples of the Bank Nifty index...
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