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    HomeNewsOpinionElection fallout: Maintain overweight on equities, with large-cap tilt

    Election fallout: Maintain overweight on equities, with large-cap tilt

    While more challenging reforms are less likely, a strong opposition is good for India’s structural reform outlook. The outlook for Indian equities and government bonds remains bullish 

    James Cheo
    June 06, 2024 / 09:06 IST
    We continue to favour large-cap equities as they could benefit from the near-term uncertainty
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