Quality rarely this cheap; 3 themes to buy: Mukherjea
Synopsis Quality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European and US small and mid-cap stocks
Synopsis Quality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European and US small and mid-cap stocks, and Indian financial services as key opportunities. This shift occurs as a prolonged economic stress period begins, favoring quality assets over lower-quality ones. Investors can find compelling value now.
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