Amnish Aggarwal of Prabhudas Lilladher suggests focusing on domestic-oriented sectors like consumption, private banks, hospitals, and pharma due to global uncertainties. He notes potential margin expansion for paint companies from lower crude prices and benefits for OMCs and aviation. However, concerns exist about employment impacts on the middle class and potential slowdown in mutual fund inflows if market volatility persists.
Moody’s Ratings affirmed Tata Motors’ Ba1 corporate family rating with a positive outlook, while upgrading Jaguar Land Rover’s (JLR) rating to Ba1. The upgrade reflects
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