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Jonathan Schiessl expects a good year for India in 2024, stays clear of PSU stocks
“We still very much like the financial space, the banks. Again, some of the foreign investors cannot trade in the domestic market. They have to trade in the ADR market overseas and you can buy Indian banks there, private sector banks, which are a great play on the broader Indian story when you have got a limited pool of stocks to be able to choose from.”