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Rajeev Thakkar on hyper-competition, cash holdings and finding value in US and China

Markets are swinging without strong triggers to fuel a clear rally or correction. With GST cuts and tariff moves adding to the noise, stretched valuations in an intensely competitive landscape make a broad-based uptrend unlikely. Rajeev Thakkar unpacks these challenges, while elaborating on his overall investment philosophy, mistakes and learnings

Moneycontrol News
September 08, 2025 / 11:30 IST
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Moneycontrol News
TAGS: #Business #GST #Rajeev Thakkar #tariff #video
first published: Sep 8, 2025 11:30 am

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