Nitin Raheja on why next 6 months will separate good portfolios from great ones

Senior fund managers anticipate an uncomfortable six months for India's market, with near-term choppiness expected due to FPI selling and a revised, lower earnings outlook. While India misses the current AI rally, opportunities lie in manufacturing and select financial services, with a positive outlook for the second half of the year.

Raccontata daeconomictimes.indiatimes.com