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.
If one looks at the undervalued pockets, at least the sectors which are fundamentally good over the long term, but have underperformed in the near
So, clearly you are seeing sectors like say real estate, utilities and industrials where the sectoral growth has been faster than the earnings growth, so
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