The miss is probably more to do with margins because of the skew of the BSNL deal in the quarter, but this is also going to be a tailwind in the subsequent year.
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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