After a strong rally driven largely by a few AI-focused stocks, US equities are facing concerns around high valuations and narrow market leadership. Anand Rathi believes the long-term outlook for US markets remains positive, but broad-based gains may be limited in the medium term, prompting investors to moderate return expectations and look for better risk-reward...Read More

The American financial system is structurally designed to accommodate, and often actively encourage, speculative behaviour. Indian markets, by contrast, are deliberately constructed to restrain it.Read More

The immediate reduction in US tariffs on Indian textile goods from 50% to 18% has brought long-awaited relief to an industry that had been grappling with margin compression, regulatory costs, and weakening demand—particularly in home textiles, where the market had declined by around 4% and smaller players were nearing shutdown.Read More