he first theme relates to rupee depreciation and the opportunity for export-related and import-substitution companies and sectors. The second theme is a game-changer of sorts, arising out of US-China trade war as China starts losing it premier manufacturing hub spot, Nilesh Shah, MD, Kotak AMC, tells ET Now.
Edited excerpts:
How should the market read into the so-called standoff between RBI and the government? Should ma ..
