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VETRI SUBRAMANIAM, RELIGARE INVESCO MUTUAL FUND
Divergence in stock prices between growth and value is rising
Investor focus should be not on what causes foreign money to flow in or out of our market, but on fundamentals
SONAL VARMA, ECONOMIST, NOMURA INDIA
RBI stands pat; further rate cut hinges on durable inflation fall
We pencil in 50 basis points of cuts to the repo rate in the second half of 2013
JOYDEEP SEN, BNP PARIBAS WEALTH
How real are the chances of a rate cut in July
The RBI has delivered three consecutive rate cuts this year and a hawkish language in the annual policy statement of May 3
GOPAL AGRAWAL, MIRAE ASSET GLOBAL INVESTMENTS
Go for diversified flexi-cap equity funds and debt funds
We have to align ourselves to the fact that we are in a slow growth world
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