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.
Vijay Kedia on what to buy and avoid in Samvat 2081
For 15 years they have not done anything. You just imagine even Hong Kong index was some 32,000 or 34,000 in 2008. It is still