Since our tactical short on the BSE Sensex on 24 September, the index has dropped 7.5%. This dip presents a buying opportunity, as India remains a strong multi-year growth story.
What is covered in the Full Insight:
Introduction to Tactical Short on BSE Sensex
Strategic Outlook on Indian Equities and Bonds
Corporate Profit Cycle and Bank Strength
Private Credit and Capital Pricing
Impact of Structural Reforms on Growth
SUMMARY
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