My 2023-24 remittances were influenced by migration trends, job opportunities, and costs, with the US as the primary source. India remained the top recipient, fueled by IT professionals moving to North America and Europe.
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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