Part 2 - Dive into our Monthly Outlook for key insights by Prateek Agrawal: ✅ Policy direction: Growth remains the focus. ✅ Q1 results: Better than expected. ✅ Time for alpha: Key themes' performance. ✅ Institutional flows: FPIs, DIIs, Insurance. ✅ Valuations & outlook: Expect consolidation. 🏦 RBI maintains rates, GoI prioritizes growth, and Q1FY24 results impress. Tech firms reduce EBITDA losses, India's a top pick for FIIs, but watch IT sector underweight. Bond yield rise may impact equity, b
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