Sliding oil prices have also provided some relief to markets, with Brent crude futures at $84.50 a barrel, some $13 or 13.5% cheaper than last week’s 11-month high. [O/R]
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary