“The jobs report is another week away so eyes are kind of turning Thursday to PCE price index rather than anything else. There is a lot more data this week than last week but it’s still not the biggest of the data.”
Nilesh Shah from Envision Capital is positive on financial stocks. He sees financialization as a multi-decadal opportunity in India. Smaller banks and specialized credit plays
Nilesh Shah from Envision Capital expresses optimism about the Indian market due to easing geopolitical tensions and moderate inflation. He anticipates growth driven by GST
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