Amid signs that inflation pressures are finally ebbing, setting up what has historically been a bullish stretch, the S&P 500 Index is a mere 5.4% below its all-time peak. It’s a backdrop that raises the stakes for this week’s pivotal central bank meeting, with economists still debating whether a recession is ahead this year.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
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