The new government has sworn in, and market participants have shifted the attention to Budget 2019. How do you view the current situation, and what are your expectations on the budget?
We are of the view that a decade of a single party rule with a strong majority is a very big positive for India given the past instances where governments were run by parties in coalition.
Post elections, our outlook on equities has improved, as it has been observed that whenever the election outc ..
