I think we have been holding onto ports and transmission and I think we continue to hold both these companies looking at the fundamental strength of both of them.
Axis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows remain strong. He favours
India-focused offshore funds and ETFs delivered returns of up to 32.7% over three months, outperforming the MSCI India USD Index, which fell 12%. Taishin India
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