Friday, March 1, 2024

Daily Voice: This fund manager bets on these 4 themes ahead of general elections

Dhimant Shah While all eyes are on the general elections and a falling interest-rate cycle across the globe, all three elements of the capex cycle (housing, corporate capex government capex) are now firing, says Dhimant Shah of ITI Mutual Fund.

from Moneycontrol Market Outlook https://ift.tt/cR6mZvg
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