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Indian Equity Market Normalization Forecast
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Canara Robeco Mutual Fund foresees Indian equity market earnings growth normalizing to 13%-15%, expecting moderate returns. Preference for large-cap stocks by foreign investors is anticipated due to valuation concerns, with a focus on domestic cyclicals like hotels, automobiles, and airlines to outperform.
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How might the normalization of earnings growth impact the investment strategies of other mutual funds?
In what ways could the preference for large-cap stocks by foreign investors influence market dynamics in India?
What factors could potentially disrupt the anticipated outperformance of domestic cyclicals in the Indian equity market?
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