What we now have is a pure liquidity-driven rally, nothing to do with the fundamentals
What should investors do in the prevailing environment
Compared to six months ago the fundamentals in India have turned more adverse now
Excise Duty cuts cannot be expected to last for ever
Volatility of forex movement has proved to be a major challenge for companies
India, China observations
Major structural shift in the risk appetite of consumers in the developed world
Asset allocation assumes greater importance as you grow in age
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