Invesco’s Arnab Das suggests a fragmented global economy with shifting capital flows from the US to Europe and Asia due to trade tensions. While retaliation from China is underway, the primary short-term risk remains a potential recession. Das advises a holistic portfolio review, cautioning against impulsive reactions amidst market dislocations.
Zerodha’s Nithin Kamath hails SCRA rule clarification for stock brokers, “huge” for Rainmatter. Here’s why
Nithin Kamath praised the Finance Ministry and NSE for clarifying SCRA rules, allowing brokers to invest their own funds freely. This regulatory shift will empower