Bernstein said that as organised retailers scale up, tremendous value creation opportunities can be accessed currently by unlocking demand beyond the top 40 cities and the top 10% of the pyramid of the Indian middle-class market.
Is the trend of chasing themes in the market over? Shreyash Devalkar explains
Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommends focusing on individual stock