Before the election, you had a soft landing scenario where we believe growth slows, inflation falls and the Fed cuts rates. Now that may not happen right away, but will happen in the distant future.
ETMarkets Smart Talk | India could attract $1.5 trillion FII inflows over the next decade: Swati Khemani
Swati Khemani of Carnelian Asset Management remains optimistic about Indian equities, citing strong macro fundamentals and potential FII inflows of $1.5 trillion. She anticipates gradual