As we embark on FY 23-24, we are optimistic that the equity market has bottomed out, and discounted all headwinds. Quality growth stocks are likely to outperform defensive and high beta names in 2023, because the valuations have become more reasonable now.

With the resurgence of high-interest rates and the sharp decline in growth businesses, read our take on how can stock markets be viewed from two opportunistic perspectives and also check out the Monthly CAT-III AIF Newsletter report with performance data as of 31.03.2023.

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