ETMarkets Smart Talk: Cement, Construction & Infra, Speciality Chemicals among top sectors to bet on in 2023: Kedar Kadam
On a year-to-date (YTD) basis, the Nifty50 is up by ~5% while the MSCI EM index is down by ~25%. This outperformance of the Indian equity market has widened the valuation gap between India and other emerging markets, making the latter more attractive.