Sonam Udasi | Tata Mutual Fund: ETMarkets Fund Manager Talk: This fund manager recommends multi asset allocation for risk-adjusted returns in event-heavy 2024
"Investors, whether global or domestic, always look for policy stability and the economic policy narrative. So therefore, election results do matter. That said, I think Indias recent focus on manufacturing – defence, PLI, railways, improving logistics should stand it in good stead. The focus on the digital ecosystem and players within that theme are also something that we like."
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Source: indiatimes.com