Mayuresh Joshi discusses the impact of strong US economic data on global markets and Indian equities, highlighting a robust dollar, FII pullbacks, and potential future earnings growth. He notes emerging markets, including India, facing premium valuation challenges, yet holds a cautiously optimistic view on Indian market resilience.
Market fairly valued, all eyes on credit uptick and demand revival: Alok Ranjan
Alok Ranjan of ITI Mutual Fund shares his market outlook. He anticipates the consumer sector to perform well. Banking and financial services are also areas