The only thing is that one is not really sure whether you will see some big companies getting into this, something like a Bharti or a Jio or any other company, maybe Adani Group, so that part is something that is not very clear.
China is very good. As an investment, it is very good. We used to have 4-5% in China when we had 75% in US. Now
Sandip Sabharwal suggests market reactions indicate a limited impact from the West Asia conflict, viewing corrections as buying opportunities, particularly in domestic sectors like financials
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