Arindam Mandal of Marcellus suggests Nasdaq could see higher EPS growth than Nifty50 in 2025, emphasizing quality stocks outside Big Tech. He advises Indian investors to diversify with 15-30% in international markets, focusing on themes like Technological Disruption, Industrial Revival, and Aging Demographics.
Sugar stocks rally continues: Balrampur Chini, Dhampur Sugar, Uttam Sugar Mills rally up to 4%. Two big triggers
Sugar stocks rallied as domestic sugar prices surged sharply over the past month. Government data showed retail prices rising from Rs 48.18/kg on July 20