ETMarkets Fund Manager Talk: Why this Rs 35000 cr asset manager sees limited scope for growth surprises in 2024?

Shankar Raman says: “​While there could be some anxiety around political outcomes, extreme outcomes seem unlikely. As such, if global conditions, especially on liquidity, remain stable, funds may be wary of the risk of sitting out (being in cash) rather than being invested. If so, they may not choose to take large cash calls ahead of the elections.”

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