Stay updated with breaking news from Barbell Approach. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Ganeshram Jayaraman of Avendus Spark discusses the portfolio construct with a focus on defensives and industrials. He is cautious on the macro outlook, expects volume growth to be the key driver, and highlights the evolving consumption patterns in the rural economy. PSU banks and sectors dependent on government capex may face challenges.
It's always great to you see. let's preview the state of the union. i want to bring up an interesting point that sam stein writes about. in 2009, the president was folkfolk -- focused on inequality. he quotes peter saying, looking back, i remain disappointed we were not able to embrace with gusto and remain committed to the barbell approach. i thought that was really interesting and very telling that the president's own advisers felt like he caught got up in this debt reduction. we're seeing a strong pivot back to fairness and inequality in