Wood said, in his weekly Greed & Fear newsletter, that the airport operator’s introduction into its portfolio will be at the expense of the reduction of weights in ICICI Bank, HDFC Bank and Axis Bank.
Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like
Shiv Puri of TVF Capital Advisors suggests India’s equity markets are showing resilience due to improving liquidity and a bottoming earnings outlook. While valuations are
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