Chakri Lokapriya discusses the recovery of the financial market, highlighting the strategic moves in banking and power sectors. He mentions the impact of tariff noise, buying trends in PSU banks and NBFCs, and suggests top investment ideas like Power Finance and REC. He also covers real estate, cement industry growth, and the retail sector’s potential revival.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and