Markets moving away from consumption themes to investment themes: Manish Sonthalia
"Except for oil and gas and metals, I think we stand good as far as the earnings growth is concerned. ...
Wednesday, January 8, 2025
Tag: consumption
Expect decent consumption growth but investment growth will be stronger: Chetan Ahya, Morgan Stanley
Chetan Ahya, Chief Asia Economist, Morgan Stanley, says that “during 2003-2007, we had seen the investment to GDP ratio go ...
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