ETMarkets Smart Talk: Why Jitendra Gohil is adding consumption and cutting exposure towards infra & midcaps

While these geopolitical risks are concerning – especially the trade wars and sanctions – the dollar index has weakened, inflation is moderating, commodity prices are falling, and oil prices have remained relatively stable, which benefits India’s market. While these geopolitical risks are concerning – especially the trade wars and sanctions – the dollar index has weakened, inflation is moderating, commodity prices are falling, and oil prices have remained relatively stable, which benefits India’s market.  Economic Times