Waterfield Advisors’ Riddhiman Jain says developed markets currently offer stronger growth and returns, drawing foreign investment away from India. With oil’s inflation impact likely clearer in the coming quarters, he expects volatile, uneven markets and favours nimble stock-picking.
Waterfield Advisors’ Riddhiman Jain says developed markets currently offer stronger growth and returns, drawing foreign investment away from India. With oil’s inflation impact likely clearer in the coming quarters, he expects volatile, uneven markets and favours nimble stock-picking.
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