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future growth path: We need a clear future growth path to sustain momentum over the next 20-25 years: Neelkanth Mishra

Neelkanth Mishra emphasizes the need for proactive policies and strategic infrastructure development to sustain India s growth amidst evolving global economic challenges, advocating for efficient tax reforms, energy transition, and enhanced construction industry strategies to drive long-term economic prosperity. Mishra says: "At this stage, the problem is dollar shortages and higher rates and therefore the risks are the reverse, but the moment the Fed restarts QE, I think the problems will turn to be on the other side." ....

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Earnings Risk: 2024 promises to be a non-linear market. Here are 3 key reasons why

Institutional investors grapple with non-linear markets, driven by earnings risk, high dispersion, and volatile interest rate outlook. Sector and stock rotation intensify post hot summer forecast, reflecting increased market participation amid erratic swings. ....

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