ETMarkets Smart Talk: Stock Picker's Paradise! Rajesh Bhatia on identifying opportunities in record-high markets

September 2024 has already seen Nifty falling by 1.19% (till 9th Sep’24) tracking weak macro data from the US, deepening China-U.S. trade disputes, unpredictability surrounding the U.S. presidential election, and a dearth of stimulus policies from China to spur economic expansion.