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What is behind the Indian Equities upswing?

Indian equities delivered some of the strongest returns in Asia in 2021. What drove the upswing? Shibani Kurian, Head of Equity Research at Kotak Mahindra Asset Management, is sharing her views on what sectors did particularly well in 2021 and what sectors to watch in 2022. What role does the global semiconductor boom or the current sentiment “China Plus One” play for India?

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