Investors to re-consider asset allocation as being underweight on equities will lead to opportunity loss
Key Highlights
- Vaccine Trigger may continue to push market higher
- Indian Economy has finally bottomed out
- EPS growth shall accelerate to higher trajectory
- Government has not wasted the crisis
- Valuations close to average
- Foreign flows likely to be benign
- Don't we underweight as equities may continue to do well
Meet the Speakers
Mr. Harshad Patwardhan
CIO – Equities
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