We cannot feel any pain of any other product hitting. But if we agree to their demands on dismantling of MSP, allowing GMO products, and allowing ethanol, I mean, domestic policy beyond tariffs, then it will be a big problem.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary