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PUNITA KUMARI SINHA
India was a laggard last year, this Budget has changed growth trajectory: Punita Kumar SinhaThere could be some sectoral shifts. Within financials, there is still a lot of opportunity.- A positive Budget will see mid and smallcaps continuing to outperform: Punita Kumar Sinha, Pacific Paradigm AdvisorsThe government must spend more on infrastructure, create more jobs and that is what the government is looking to do because the unemploymen...
- US with an inexperienced President, over-leveraged China are biggest risks: Kenneth Rogoff, Harvard UniversityTeam surrounding Trump is very mixed at best. Don't know if he listens to them, says Rogoff.
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