Prime Minister Narendra Modi’s smaller-than-expected poll victory is causing concerns among bond investors about increased populism. The election results shocked traders, leading to a selloff in Indian assets.
Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like
Shiv Puri of TVF Capital Advisors suggests India’s equity markets are showing resilience due to improving liquidity and a bottoming earnings outlook. While valuations are
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