In the fund manager survey, 42% said they are overweight on India, followed by 39% for Japan, and 6% for China. Thailand fared the worst. A total of 109 panelists with $234 billion of assets responded to the survey’s regional questions.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like