Why Venugopal Garre is bullish on Bharti Airtel, Adani Ports and Avenue Supermarts?

Venugopal Garre, MD,
Bernstein.
I want to first start off with your January upgrade thesis. While you were right about as to how there is going to be a spree of rate cuts and there is going to be a macro recovery in the second half of the f
Read more...