valuation buffer: Where to look for pockets of value in a super bullish market? Mihir Vora explains
“For India, it is a good situation to be in where you have moderating global interest rates, a not so strong dollar, and not a crashing global economy. Inherent strength of domestic consumption should carry us through. Plus, the capex cycle which is just picking up should see us through the next two to three years.”
Source: indiatimes.com