1. short term choppiness with contraction in volatility
2. Upward Journey after the contraction in volatility.
3. Fundamentally makes sense with the expected easing of lockdown and COVID-19 pandemic slowly going away.
4. India which is mostly domestic-oriented growth will be less affected by the global slowdown.
5. With interest rates at almost 0 globally, foreign funds will have to look to emerging market equity to safeguard against inflation.
6. There is very few EM left with domestic-oriented growth. I can think of only India.
2. Upward Journey after the contraction in volatility.
3. Fundamentally makes sense with the expected easing of lockdown and COVID-19 pandemic slowly going away.
4. India which is mostly domestic-oriented growth will be less affected by the global slowdown.
5. With interest rates at almost 0 globally, foreign funds will have to look to emerging market equity to safeguard against inflation.
6. There is very few EM left with domestic-oriented growth. I can think of only India.
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