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.
Mukul Agrawal reshapes Rs 6,500-crore portfolio in Q3: Two new stocks, one exit. Do you own?
Mukul Agrawal has updated his Rs 6,500-crore stock portfolio. He added Hindustan Construction and Sudeep Pharma. Agrawal reduced his stake in Monolithisch and likely exited