Most of them have used improved cash flows to cut debt for better ratings and equity valuations, despite disruptions to business due to the Covid-19 pandemic two years back.
China is very good. As an investment, it is very good. We used to have 4-5% in China when we had 75% in US. Now
Sandip Sabharwal suggests market reactions indicate a limited impact from the West Asia conflict, viewing corrections as buying opportunities, particularly in domestic sectors like financials
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