“The second-quarter growth was very high – it is the highest in the world,” Sitharaman said, replying to a short-duration discussion on the state of the economy in the Rajya Sabha. “We continuously maintain that momentum of being the fastest-growing economy.”
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility