Mahesh Nandurkar, Head of Research & MD at Jefferies, discusses the market impact of the election cycle, FII selling, and stock re-rating in the private CAPEX sector. He also highlights the top sectors that may be affected by China's growing influence in the stock market and business. Tune in to ET Now to hear more from him.
#jefferies #elections #election2024 #stockmarket #fiiflows #emergingmarkets #fiiselling #topsectors #ratecuts #stockmarketanalysis #capex #rerating #stocknews #sharemarket #etnow
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