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Raamdeo Agrawal On New Ideas, Exit Strategies And Ramping Up Allocations
How to handle deluge of new ideas? What's the ideal strategy to exit and ramp up allocations? Raamdeo Agrawal explains
05 Nov 2021, 11:20 AM IST
Amid a “deluge” of new investing ideas in the market, Raamdeo Agrawal has ground rules before he commits money.The veteran investor said he wouldn’t mind trimming his existing allocation by 5% and putting his money in new themes. But before that, they must satisfy a few conditions—one of which is the likelihood of compounding money in the next few years. The calibration or the extent of trimming, he said, depends on the idea.It’s ext...
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