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Are the next 6 months good for a pre-election, pre-rate cut rally? Abhay Agarwal answers
“I do not think anybody is going to wait for the next six months’ outcome. People are going to rush in and start allocating their longer term bets now and that is what is going on when we talk to the foreign investors. Everybody is asking for new ideas, where they can deploy capital. Sometime back, the conversation was about how much to take off the table, how much cash to sit on but that has all gone in the air now.”
