Seth Freeman says, Positive on India from long term growth story, Consumer Sector plays a vital role

Global Macro scenario not looking very good
Expect to see much slower economic growth across
US could get into a recessionary phase
High Crude prices to be a major overhang for India
Expect to see bond yields to move up
Positive on India from a long term growth story
Positive on Consumer Sector in India
Russia-Ukraine is a bigger overhang than we think

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