China is very good. As an investment, it is very good. We used to have 4-5% in China when we had 75% in US. Now our China goal is to have 15% and we are at some 12 odd percent. It is the tech stocks.
Indian equities are likely to take cues from a slew of domestic and global factors this week, including India’s first-quarter GDP data, US jobs numbers,
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
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