There is a disconnect where the geopolitical and geoeconomic tensions are high. Still, the reality of the macro on the ground is that the integration continues. So, there is not going to be any big rupture in Asia, but there is going to be a continuing integration or continuing alignment of India and other countries in Asia with the West including the UK, Invesco’s Arnab Das.
Buy, Sell or Hold: Motilal Oswal maintains buy on LG Electronics; Nuvama, PG recommends buy on Electroplast
Brokerages remain bullish on select stocks despite near-term challenges. Motilal Oswal maintains a Buy on LG Electronics India citing strong demand, while Nuvama backs PG