We continue to be constructive in the market for CY22.expect normalized return in Indian markets, in line with GDP growth. Corporate earnings across India should do well as GDP grows. Investment decisions are not based on the increase in interest rate. Market PE itself is higher vs overall stocks. Private sector financial & technology are the best placed for 2022. The weightage of new tech companies is very low in India. Can India sustain the 'Make In India' wave? What's the mantra for a balanced portfolio? What's in store for markets in the new year? Watch the full interview here for all details.
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