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"Correlation of Indian markets with Chinese equities has fallen sharply in recent months", says Mahesh Patil
Defensive sectors like information technology (IT) and consumer may lag, says CIO Patil
After the Budget, our call on cyclical recovery in the economy and a broader recovery in the market is further reinforced
He says, the political uncertainty in Europe will also drive markets in the short term
Interview with Co-Chief Investment Officer (Equities), Birla Sun Life Mutual Fund
