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midcaps and smallcaps: A global risk-off trade is overdue and India should gain: Vinay Jaising

“We are seeing the earnings growth trajectory of India led by banks, the capital goods sector doing very well and FII inflows. In the last week or two, FYTD is up a solid $18 billion. But yet, over three years, we are a negative number. If India s GDP is growing at four times that of the rest of the world, the risk-off trade should be a big vantage point for India.” ....

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