Stock Recos: HDFC | Axis Bank | UltraTech | Voltas | Kotak Bank | ICICI Bank | RIL | Coforge | Persistent |

July 25, 2022

FII money will come back much sooner than Fed’s timeline for unwinding. Not only it will be sooner, but it will be much larger than what went out. This is one reason why some seasoned investors are expecting a melt-up (bull-run) for Indian markets next year (2023).

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Despite easing West Asian tensions, the RBI remains cautious, with Governor Sanjay Malhotra emphasizing data dependency over pre-set interest rate paths. While the truce offers

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Banking, defence could lead next market rally as Nifty eyes 25,000: Rohit Srivastava

Indian equity markets are poised for further gains, with Nifty aiming for 25,000 if it holds the 23,800 support. Banking and defence sectors are highlighted

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