In the second half of 2023, markets will start talking about elections, what will happen in May 2024. That narrative will start.
I will go with the past trends. Election has always been a big topic of discussion for a variety of reasons. There is a wider belief that pre-election there will be a pumping of money into the system for building infrastructure. Fortunately, this government has never done anything just because the election is coming and therefore they need to do som ..