The strong growth story is there, inflation is somewhat stickier as well, and the Federal Reserve themselves are suggesting that with the fiscal policy side remaining very loose, monetary policy may need to be tighter to offset that support.
These stocks belong to different sectors such as telecom, information technology, banking, and finance.
Overall, in the banking sector, there could be a trading play as liquidity may improve post RBI policies in 2025, maybe interest rate cut.
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