Expectations of better September quarter corporate earnings, improvement in domestic economic macro data, and strong global markets have improved investor sentiments. However, now negotiations are halted for additional US stimulus until after the election. Besides the US elections, Bihar elections in India is going to bring some volatility. Are these one -time blips or key risks staring to halt the robust rally in Indian markets. To understand that, I am in conversation with Dhiraj Sachdev, Managing Partner, CIO, Roha Asset Manager
Expectations of better September quarter corporate earnings, improvement in domestic economic macro data, and strong global markets have improved investor sentiments. However, now negotiations are halted for additional US stimulus until after the election. Besides the US elections, Bihar elections in India is going to bring some volatility. Are these one -time blips or key risks staring to halt the robust rally in Indian markets. To understand that, I am in conversation with Dhiraj Sachdev, Managing Partner, CIO, Roha Asset Manager