Sectoral/thematic mutual funds have delivered up to 380% absolute return in the last five years under the Modi-led government, with infrastructure funds leading the chart.
Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in
Warren Buffett’s Berkshire Hathaway largely avoids REITs due to their tax structure and the company’s investment philosophy, which prioritizes high unleveraged returns. However, Indian REITs
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