Sandeep Tandon on taking the right call to sell banks and how to navigate the difficult phase of bull market
Sandeep Tandon says: “In the next 30 years, the relevance of leveraged economy as a concept will decline. The concept of real economy will come back. Banks are the biggest beneficiary of this thesis of the leveraged economy and the US. Why we are so bearish on the US in the long term is this thesis.”
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