“The real estate segment often goes through an up-cycle of five to eight years and a market down cycle of 10-12 years,” said Gaurav Dua, senior vice president at Sharekhan.
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
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