Santosh Rao believes the Trump agenda is likely to favor market growth for the next two to three quarters. A positive signal comes with the Gaza ceasefire and promising economic indicators. The market sentiment is optimistic, and potential interest rate cuts are anticipated in the latter half of the year.
Markets eye tariff clarity and Middle East calm for next big move: Ashi Anand
Ashi Anand of IME Capital suggests that easing monetary policy by the RBI, including CRR cuts, could revive consumer demand and capital goods investment. Markets