Nilesh Shah emphasizes the need to present a comprehensive trade picture to President Trump, highlighting India’s openness to American tech companies, substantial spending by Indian students and tourists in the US, and the comparatively smaller trade deficit. He suggests leveraging America’s focus on China’s large trade surplus to maintain favorable tariff terms for India.
Earnings growth to drive stock selection, limited market upside in near-term: Aniruddha Naha
The last two quarters have been pretty suboptimal in the sense the earnings were below 10%, I think so this quarter will be no different
January 9, 2025