Mark Matthews of Julius Baer shares insights on upcoming US-Russia talks and their potential impact. He believes India’s concerns might not be a priority. Emerging markets, excluding India, look attractive due to undervaluation and currency stability. Matthews favors the banking sector in India, citing economic growth and RBI policies.
ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah
ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah