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.
RBI in wait-and-watch mode despite easing West Asia risks: Sanjay Malhotra
Despite easing West Asian tensions, the RBI remains cautious, with Governor Sanjay Malhotra emphasizing data dependency over pre-set interest rate paths. While the truce offers