Foreign funds are expected to return to India as it remains the fastest-growing economy despite current better risk-reward opportunities elsewhere. The US consumer shows caution amidst inflation concerns and potential tariff impacts. The Fed might implement one rate cut this year, with more expected next year as the economy slows.Read More
Nilesh Shah, MD of Kotak AMC, highlights the performance of gold and the Nifty, noting gold’s potential for great returns. He discusses market fundamentals, recommending a neutral weight to equity with a preference for banking, financial services, and consumer discretionary sectors amid market corrections.Read More
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