Hello Hitesh,
Balance sheets are clean , India is somewhat insulated but geopolitics is the mainstay. That seems to drive the market up and down. Corona , yes made sense but now it seems that the politicians make all the decisions and we just respond to them. Our valuations are also on the expensive side. Is the valuation justified? The world markets are way cheaper ! 
Does this not seem scary or it is part of growth that can happen in India? Do you even consider these things or it is more clinical where you look at sector and charts irrespective of what is happening around? With the above , is this inference correct - the US markets need to stop falling for the India markets to do well?
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