Private banks lead India’s sectoral narrative for global investors: Herald Van Der Linde

We see that outflows from the US and they have to go somewhere in the rest of the world and if you are a market that is largely domestically oriented, so not so much exposed to trade and you have a stock market that has already actually come off and where valuations look a little bit more reasonable than they were a year ago, then of course these things start to look quite interesting.

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