Despite recent significant market corrections, Bernstein is cautious in predicting a broad buying opportunity in the Indian market. Both Sensex and Nifty have experienced notable declines since late September, but the brokerage sees potential in selective large-cap stocks, particularly in the power and information technology sectors.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.