Amit Khurana from Dolat Capital explains that although India’s market needs some normalization in the short term, it remains a top emerging market for the long-term. He discusses promising sectors like chemicals and affordable housing finance, assesses Aditya Birla Group’s capital practices, and highlights growth potential in banks and consumption sectors over different time horizons.
Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R Freeman
Seth R Freeman discusses the negative impact of tariffs on Mexico and Europe, highlighting the uncertainty it creates for businesses. Despite tepid market reactions, Freeman