Here’s why Milind Karmarkar is bullish on consumption theme

Yes the cuisine is different but the appetite still remains the same. In fact the appetite probably is higher and because of that I do see a repeat of 2003 to 2008 that could happen in the markets. And yes as far as China is concerned I think India can replace China. What happened between 2003 to 2008 in China, maybe India will drive it this time

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