A fireside chat was held with  Harsha Upadhyaya (CIO, Kotak AMC ) to decode the current budget and market on February, 10th , 2024. His outlook was cautiously optimistic with respect to the economic scenario. Domestic Cyclicals such as Auto, Industrials, cement, energy, manufacturing are expected to grow at a pace higher than the average market earnings growth. He highlighted the Kotak Manufacture in India Fund (Contact us for details) as a good potential investment vehicle to capture the above mentioned growth.

Link to the full conversation: https://bit.ly/48gHpWv