Ashwini Agarwal of Demeter Advisors remains optimistic about the Indian market, citing strong domestic flows and expectations of growth fueled by government spending and lower interest rates. While acknowledging stretched valuations, he suggests that a positive surprise, such as a private sector investment surge, could further propel the market.
Paisalo Digital bets on AI and Nvidia chips to double its loan book in 3 years
Paisalo Digital is aggressively pursuing a technology-first strategy, aiming to double its loan book in three years while maintaining a healthy net interest margin. The