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EPS | PE: Will both India EPS and PE have tailwinds from here? Maneesh Dangi answers

“Tactically, bond makes the most sense. In India, I have been of the view that credit carry is most attractively valued. But if you are a sort of vanilla equity investor, there is nothing that you cannot cheer about right now from a macro point of view. Tactically within equity, tech would perhaps purely for rate reasons would do the best in the next six months.” ....

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