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$10-trn mcap likely by 2030
However, India’s weight in global indices is still low at 1.6% (10th rank); RoE-focused corporate sector with 167 cos over $5-bn market cap leaves...
UBS flags expensive valuations in India versus ordinary fundamental...
Foreign brokerage, UBS is underweight on expensive markets such as India where retail flows could be at risk with higher rates and hurts from higher...
Banking sector heading to default risk on retail loans
Credit losses in retail unsecured loans likely to go up by 50-200 bps: UBS Securities
Can Budget trigger rally this time?
Only twice in 30 yrs, the market’s been up both pre and post Budget
