When you start to look past the US today, there’s a good argument that the most interesting market is India. Now the question will be the extent of the opportunity and the durability. If supportive policies continue and if corporates can grow their investments, this could be a fundamentally game-changing cycle
Stuck with defence stocks? Ravi Dharamshi explains how he spotted the downtrend early
We enter any particular sector with a rolling 3-5 years view to earn minimum compounded returns of around 15%. So either it doubles in five