I think July is a tough call now, although the payroll numbers on Friday will give us another clue on that. But I think they will cut twice before the end of the year, probably in September and December.
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.
MCX shares rose sharply on Wednesday, extending a five-day rally with total gains of 12%. The surge is driven by rising commodity prices and higher
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