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.
See a long runway for T&D segment in power sector: Nischal Maheshwari
Nischal Maheshwari highlights positive growth in the power sector’s transmission and distribution (T&D) due to solar power adoption and rising power consumption, necessitating infrastructure upgrades.
July 24, 2025