Those companies which are able to quickly improve productivity can benefit, but those which lag behind will get hurt. So, clearly there will be a separation of the men from the boys in the Indian land
I think that extreme fund flow picture where just US assets were being bought, including other developed equities, like European equities, despite there being not
Ajay Bagga identifies long positions in gold, emerging market debt, US and Chinese technology stocks as popular strategies. He warns the market is complacent about
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