Daily Voice | Have bigger exposure to consumer discretionary, financials, says Arvind Chari of Quantum Advisors

If the Russia-Ukraine war drags, it will be a challenge for India. If oil sustains above $100, we may see an impact on the Indian rupee and bond yields, given the likely increase in India#39;s current account deficit

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-have-bigger-exposure-to-consumer-discretionary-financials-says-arvind-chariquantum-advisors_16170001.html