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Mihir Vora on impact rate cuts & crude prices will have on global growth
So, India versus the rest of the world story continues. Of course, if the world really dips very sharply, then we will not be unaffected. But as of now, that is not the base case. We are expecting a soft landing in the US, which is okay for India. The theme, of course, continues to be within India, to stick to the domestic linked segments, not so much for the export linked segments or the globally exposed segments like energy, chemicals, metals, etc.