A significant global trade war and China’s emergence as a tech leader are prompting a shift in global investment away from the U.S. While China deployed more stimulus to mitigate the impact of U.S. tariffs, Europe proposes a massive fiscal overhaul. Consequently, European and Hong Kong tech stocks are surging, and investors are reevaluating the appeal of U.S. assets.
Private sector banks expected to outperform amid easing liquidity conditions: Vinay Paharia
The consumption trend in India has weakened after almost three to four years of fairly strong consumption boost. So, we are positive long term, but
March 6, 2025