julius baer wealth advisors

“We have not invested in a lot of infrastructure-oriented companies because we just do not get the kind of return ratios that we look for in our businesses or even the working capital cycles…

“Luxury consumption is not going to get affected. We have seen that in the past also. The impact of inflation is felt at the bottom of the pyramid. So mass consumption oriented items from…

"Cement companies will probably land up doing better in this quarter vis-à-vis the preceding quarter. On the building material side, we specifically like structural stories and steel…

“We will have to play this more as a bottom up stock picking market, where you feel the valuations have corrected and where it is becoming reasonably attractive to start making your entry in…

“I do not think that we are back to the so-called one-way bull market. We will continue to remain choppy and volatile and continue trading in a range. Hence I think bottom up stock picking…