Kunal Desai, head of Indian equities at Neptune Investment Management, discusses the long-term outlook for the Indian equity market following the recent correction.
"If you are an outsider looking at India, learn to filter out both the irrational exuberance and the excessive pessimism. We are subject to both." So said India's former central bank governor, Raghuram...
The US dollar is close to peaking and the risks now seem to be on the downside.
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