Need to assess the fiscal impact of farm package, says Venkatesh Sanjeevi, of Pictet Indian Equities
Ahead of the budget and the general elections, CNBC-TV18 catches up with leading global market masters about how they are approaching India ahead of these two crucial events and also try to glean the global context in which the Indian economy and Indian earnings are situated. Latha Venkatesh caught up with Venkatesh Sanjeevi, senior investment manager at Pictet Indian Equities to understand his views.