Rajiv Batra from JPMorgan predicts a difficult Q2 for India due to weather impacting demand but remains confident about long-term growth prospects. He favors healthcare, especially pharma and hospitals. Autos face stiff competition. Batra expects Indian markets to have a 13-15% CAGR and anticipates FII flows stabilizing after the US elections.
Trump presidency to be disruptive for rest of the world as he will try to re-shore & re-industrialise US: Arnab Das
Global Macro Strategist Arnab Das analyzes the potential market impacts of the upcoming US election. Das suggests that a Trump presidency would bring disruption through