Over the last few years, we have witnessed multiple policy enablers across areas like manufacturing, formalization, taxation, etc which has created a sound platform for future growth. In the upcoming budget we expect continuity in terms of policy measures and fiscal prudence.
I keep neutral to positive bias on the market and a lot of sectors are doing well. So, although index may be illusionary or it
US equity funds are undergoing reversion to the mean. Europe and Japan equity funds are attracting more inflows while the interest in emerging markets persists.
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