Markets across the world are soaring, thanks to growth firming up and inflation dissipating. But much depends on how China does in the Year of the Dragon
For the last 60 years, manufacturing as a percentage of GDP has been between 14 and 18 percent, but that is now changing, says Canara Robeco’s Bhandwaldar
The opportunity cost to move out of the US or Europe is high for investors and unless domestic earnings growth keeps surprising, India will have heterogeneous capital flows, says Bhandwaldar