By Unmesh Sharma A month can be a very long time in financial markets. In late July, the FOMC policy statement and press conference saw a clear acknowledgement that there is one eye on growth risks. In essence, markets saw the re-emergence of the “central bank put” at an appropriate time. As was to be expected, the market breathed a sigh of relief. The resulting relief rally in risk-assets benefited long duration assets including Emerging Markets (and indeed Indian) Equities. Also Read: Mahindra & Mahindra, Adani Ent among 200 BSE stocks to hit new 52-week highs; Future Lifestyle at new …
