Central banks rushed monetary measures to stem capital flows and combat inflation that no longer looks temporary. The rupee also hit a new low, sending stocks crashing. Can the Indian economy hold steady and what will help?
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
June 13, 2025