Coalition politics often requires a delicate balancing act, with the government catering to diverse interests. This could lead to a more populist Budget aimed at appealing to a wider range of voters. However, considering the Modi government’s history of implementing bold reforms, we might see a mixed approach that combines populist measures with continued reform initiatives.
Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram
Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away