The macroeconomic stability that India offers along with demographics, political stability, and strong and credible institutional framework is a rare commodity in today’s VUCA (Volatile, Uncertain, Complex & Ambiguous) world.
I keep neutral to positive bias on the market and a lot of sectors are doing well. So, although index may be illusionary or it
US equity funds are undergoing reversion to the mean. Europe and Japan equity funds are attracting more inflows while the interest in emerging markets persists.
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