JP Morgan’s Rajiv Batra on why FIIs are selling and how to position portfolio now

May 15, 2024

Rajiv Batra of JP Morgan discusses the positive macroeconomic indicators in India, including PMI prints, the Sagar Mala initiative for waterways, and upgraded GDP forecasts. He highlights the growth potential in sectors like water transportation and domestic manufacturing. Batra says: “We are much more positioned on domestic cyclicals, domestic demand, which keeps us overweight on still financials, autos and real estate overall.”

More To Explore

European shares end lower on US Fed rate, Trump jitters

European shares fell on Friday, dragged down by disappointing earnings, concerns about the impact of U.S. President-elect Donald Trump’s policies, and a jump in Treasury

November 16, 2024

Oil settles down 2% on weaker Chinese demand, uncertainty over Fed rate cut

Oil prices dropped over 2% on Friday, driven by concerns about weakening demand from China and the potential for slower interest rate cuts by the

November 16, 2024

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003