Harsha Upadhyaya of Kotak AMC highlighted that a U.S. Fed rate cut could have limited impact on Indian markets, as this possibility may already be considered. He suggested that India’s rate cuts might occur post-December or in 2025, with the current market reflecting these expectations. The interest rate climate usually favors valuations and sensitive sectors.
Metal stocks rise up to 17% after 5 monthly declines. But trend sustainability will have to pass through Trump tariff test
Metal stocks have surged up to 17% in a month, outperforming Nifty, driven by a weaker dollar and Chinese stimulus. However, US tariffs on steel
March 11, 2025