Atul Suri from Marathon Trends – PMS discusses how Trump’s actions influence global markets, emphasizing the importance of implementation over rhetoric. He believes the time for market panic is over and highlights the potential continued performance in tech, auto, and pharma sectors amidst fluctuating dollar index trends.
Private sector banks set to generate Alpha in 2025: Radhika Gupta
Radhika Gupta of Edelweiss MF highlights the re-rating of India’s stock market, particularly noting the potential in consumption stocks despite their higher PE multiples. She