Days after Sitharaman mentioned that Opposition-ruled states had given their nod for imposing 5 per cent GST on certain unbranded packaged food items, Balagopal, a senior leader of Kerala’s ruling Left front, said it was only a “technical claim”.
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