The Budget should focus on reviving private investment, which has been lying low.
In such a market, precision eye for value-price-quality tradeoff will be vital.
The credit and deposit growth in the banking system is down to single digits.
Low inflation still continues to provide cushion for rate cut, albeit in a more staggered manner.
Domestic investors have shown great resilience and maturity in this cycle of the market.
The economy went through Samudra Manthan in the past few years, writes Nilesh Shah.
Controlling fiscal deficit at 3.3 per cent is a remarkable achievement.
For India, a 7-8 per cent GDP growth rate should be the cycle bottom, not 5-6 per cent.
Earnings growth will look better in FY20 largely due to corporate-focused private banks.
An investor who is now overweight on equities can choose to invest through SIP in equities.
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