Seth R Freeman of GlassRatner Advisory highlights the market’s uncertainty ahead of the April 2 tariff deadline and the potential impact on business planning. He notes that U.S. markets may have peaked and emphasizes investor concerns about the sentiment problem. Freeman suggests a wait-and-see approach over the coming months, with opportunities in emerging markets like India.
Indian consumption sector’s defensive shield cracks — can this rare 20% slide unlock an entry point? Motilal Oswal weighs in
Motilal Oswal noted that the consumption sector’s underperformance—nearly 900-600 basis points below the Nifty100—presents attractive entry opportunities in certain stocks. The firm highlighted Page Industries,
March 25, 2025