The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.
Fund Manager Talk | Be selective on capex stocks, bullish on power infra theme: Nimesh Chandan
Nimesh Chandan, CIO of Bajaj Finserv AMC, is bullish on large-caps and sectors like power infrastructure, pharma, online platforms, and real estate. He emphasizes long-term