Harsh Gupta Madhusudan analyzes the influence of FIIs on the Indian market and the evolving narrative regarding BJP’s election chances. He also delves into the significance of voting patterns and the direct correlation with FOMC’s rates and the federal funds rate.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not