Jefferies Big India Strategy: Where Does Growth & Sucess Lie For Indian Economy | Experts' Top Bets!

The Fed's significant rate cut has surprised the street as they embark on their journey of policy easing. In light of the record highs, should caution be exercised in India? The focus is on Jefferies' major India call and whether the macros will continue to support equities. Jefferies' India model portfolio is also receiving attention. Where should the weightage be placed in terms of investment? Are there any stock picks that are underperforming or outperforming? When comparing commodities and equities, which asset class is better? Additionally, let's assess how India is performing compared to other emerging markets. Will foreign institutional investors return stronger with the announcement of Fed rate cuts? Chris Wood is taken aback by the Fed's move. Tune in to ET Now to watch Chris Wood, Global Head of Equity Strategy at Jefferies, and Mahesh Nandurkar, Head of Research and MD at Jefferies.
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[@GianetanSekhon]

Great insights both experts.
Chris seems to be wrestling with the after effects of Indian Curry. 😃

[@rahulanantwar9532]

Ye chacha bhot gyani h😊