Closer home in India, we will probably see a turn in the interest rate cycle after a couple of years hopefully and we will also see earnings sort of picking up a little bit of a pace in the second half as compared to the first half of this financial year and then we have to see whether the investment demand picks up adequately or not because that has been lagging for the last one year or so, especially on the government side.
Jefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?
Jefferies has shared an optimistic forecast for six logistics stocks, highlighting anticipated price hikes. Among them, Adani Ports is projected to rise by 20% from