ETMarkets Smart Talk: India must take advantage of the break up western world is having with China: Prashant Kothari
"While India’s long-term future looks bright, the valuations are at the upper end of the range, and there is some froth in small/mid-cap stocks. So, despite being bullish on India from a long-term perspective, pure beta strategies may struggle to deliver good returns in the short term. Further, Our markets will also evolve to distinguish between sophisticated investors and retail investors."
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