Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak’s Atul Bhole

May 22, 2025

India’s macro fundamentals are in a really sweet spot & proving to be one of the strongest versus major global economies. Tightly controlled fiscal & current account deficits, lower inflation & stable currency while maintaining growth handle around 6-6.5% are attracting back foreign flows in a major way.

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