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 much growth there, I think that phenomenon might not sustain.
Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak’s Atul Bhole
India’s macro fundamentals are in a really sweet spot & proving to be one of the strongest versus major global economies. Tightly controlled fiscal &