Prabhudas Lilladhar
Broad based pain, NIFTY/Sensex saved by a select few DII Inflows down 44% YTD, FII flows key to NIFTY returns in 2019 Low inflation positive, 30% jump in Brent prices and weak capex a drag Soft Crude enables lowest trade balance since Feb2018 Interest rates: Repo cut by 25bps, liquidity to impact growth in near term GST: Target revised in interim budget, benefits slow to accrue Rural/Agriculture under pressure due to local and global factors 3QFY19: Banks, Gas players Shine; Auto, NBFC under pressure...
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