Selective IT services companies with strong digital portfolios, diversified clients, and disciplined cost structures could indeed present a contrarian opportunity, he said.
By 2035, India's market-cap can touch $18-20 trillion as compared to around $4 trillion right now, Vikas Khemani said in this interview.
"The Indian economy is far more insulated and better placed than most global markets", says Khemani
'India is very well placed from an investing point of view. There is no other market that offers such attractiveness', said Khemani
Interview with President & Chief Executive Officer, Edelweiss Securities