Fed Delivers An Outsized Rate Cut: Assessing The Impact On Global Markets & RBI Action In October

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India is in a late biz upcycle; Potential reversal in liquidity is the key risk for Indian equities, says Sanjay Mookim of JPMorgan. Sajjid Chinoy, Chief India Economist says that RBI is likely to wait for more conviction on food inflation before taking a call on interest rates, while Kaustubh Kulkarni tells Latha Venkatesh that India's weightage in the FII portfolio has increased meaningfully.

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