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portfolio allocation: India is in the middle of a cyclical slowdown; Nifty earning growth in FY25 to be slowest post Covid: Pankaj Murarka

Pankaj Murarka, CIO, Renaissance Investment, says India lacks enough drivers for growth, leading to a slowdown in the economy to about 6.5% this year, down from 8% in FY24. A significant increase in growth next year seems unlikely, with any recovery expected to be modest and around 6.5% over the…

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