So, to a certain extent the market is trying to pencil in that earnings should start reviving at some point of time as we head into the first half, both as a combination of better monsoons, aiding global recovery, and consumptions improving because of the tax cuts that we have probably seen.Read More
Niranjan Avasthi of Edelweiss MF highlights that while China offers tactical investment opportunities due to recent market rebounds, India remains a strong structural growth story. With the US market peaking, long-term capital is likely to prefer India’s promising economy over Europe’s catch-up phase or China’s temporary gains. Indian markets are attractive with strong growth prospects.Read More
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