What Lies Ahead: A Balasubramanian on navigating record highs with caution and conviction
A. Balasubramanian notes a stable global environment and growing Indian economy fueled by government spending and low interest rates. While China's resurgence poses a risk, India's domestic strength and consumption-driven model offer resilience. Optimism is factored into the market, but earnings clarity is crucial as mutual funds remain heavily invested, anticipating further growth.
Read more