“I am getting more into spaces where there is a good amount of visibility of earnings which are not impacted by domestic demand or rising input prices and there are only a few of those businesses. That is where one may hide for the next few months or so. It is too simplistic to say just buy at every correction. If the crisis lasts longer, it will test everybody’s patience and we are not even talking about the relentless selling which is coming from FIIs.“
