There’s consensus of opinion on India, not positioning; financials combine growth and value: Ravi Dharamshi
India may sustain its position as the best performing market in the world for a long time, but not everyone is positioned on India and consensus in opinion is not the same as consensus in positioning, says Ravi Dharamshiof ValueQuest Investment. He believes India will break out at some point, as the macro-economic numbers are getting favourable. The financial sector is seen as a good investment opportunity by Dharamshi.
