Focus on bottom-up approach for superior portfolio returns - Economic Times

Strong IT and engineering exports, normal monsoon, upcoming festive season, and improved farm income led by better realisations can improve the ability to absorb macro shocks (due to higher crude oil prices) in the near term.

Domestic equities have recovered c.12-13% from the March '22 low, supported by receding global geopolitical issues, the cooling off of crude oil prices from highs and softening of FPI outflows corrob… [+2772 chars]

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