onsumption would be a multi-year story but near term, it can be soft for the next couple of quarters, says Rahul Chadha, Co-CIO, Mirae Asset Global Investments, in an interview with ET Now. Select PSUs, insurance, corporate banks is where deep value is. Outside that, be selective, says Chadha.
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Is the India story getting slightly sour because we are underperforming and earnings are not there and va ..