HSBC trims India equity exposure to boost South Korea, citing Korea’s explosive earnings growth. While India’s earnings recovery is real but gradual, the bank maintains long-term conviction. Investors are advised to stay optimistic and focus on emerging sectors. Herald van der Linde, Chief Asia Equity Strategist at HSBC, explains why the downgrade is tactical, not structural, and where long-term opportunity lies in Indian equities.Read More
Ray Dalio warns of a shifting global order marked by rising geopolitical tensions, high debt, and stagflation risks, urging investors to diversify portfolios, hedge with gold, and prepare for long-term structural economic change.Read More
Varun Beverages shares extended gains after strong Q1 CY2026 results, with double-digit growth in profit, revenue, and volumes. Brokerages remain bullish, citing robust demand, margin resilience, and growth from international markets, while competition and input costs remain key monitorables for the company.Read More
Market expert Sandip Sabharwal maintains a constructive long-term outlook but stresses selectivity due to near-term risks like rising input costs and competition. He favors midcaps and selective smallcaps, seeing opportunities in consumer durables, while cautioning on financials and quick commerce. Large pharma deals require careful integration and valuation assessment.Read More
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