India’s economic and earnings growth strength, coupled with a possible recession in the US are the two key reasons behind India’s outperformance and we are hopeful that this outperformance should continue due to 3 reasons.
RBI Governor Shaktikanta Das stated that the Indian economy and financial sector are in a strong position. India’s external sector is robust, and the current
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not
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