As exporters from countries such as Vietnam, South Korea, and Japan shift their focus to alternative markets like India and the Middle East, Indian manufacturers are now contending with a wave of low-cost imports.
Nikhil Ranka from Nuvama Asset Management suggests that the market has corrected, presenting an 8–9% upside from the Nifty’s fair value. IT stocks appear to
Ambit Asset Management believes PMS will beat mutual funds soon. Concentrated portfolios can better capture alpha. Only select companies will show high earnings growth. Consumption
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