India has had a stellar run versus emerging markets since 2020 and the outperformance was huge. With China providing some hope, there was some rotation towards China in the early part of 2023, which proved short-lived.
Bitter sweet budget for debt capital markets: All eyes now on Mint Street
Mutual funds: The Budget 2025 focuses on governance, fiscal consolidation, and boosting consumption through tax cuts. Lower reliance on small savings and increased market borrowings
February 2, 2025