R Srinivasanattributes the market s performance to the abundance of liquidity. Srinivasan also shares his views on commodities, stating that they are bullish in the long term due to negative real rates. He advises investors to be negative on equities from a short-term perspective and emphasizes the importance of asset allocation and relative valuations.
S Naren says, “while macro is good, increasingly to what extent you will pay what valuation because if you look at many parts of the economy, there are many sectors in the economy which are growing much slower than before but while those sectors are growing slower, you are giving higher valuations now.
People’s Health Organisation calls on government to address ‘camouflaged blood trade’, denounces high deposits and processing charges at hospitals and blood ban
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