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Daily Voice: Exploration, energy security and ethanol remain key investment themes, says Vallum Capital's Manish Bhandari

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For sustainable rupee appreciation, India needs faster growth in high-value-added exports and stable, long-duration capital inflows. These are essential to improve competitiveness, create jobs, and offset the pressure from the current account deficit, said Manish Bhandari. Manish Bhandari is the CEO and Portfolio Manager at Vallum Capital Remain cautiously positioned until genuine diplomatic resolution materialisesFor sustainable rupee appreciation, India needs faster growth in high-value-added exports and stable, long-duration capital inflowsExploration, energy security, sugar-linked ethanol plays remain attractive themesDid our AI summary help? In the current market environment, exploration, energy security, and sugar-linked ethanol plays remain attractive themes, given their high…

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