China and Hong Kong shares ended higher on Thursday, as investors played down the latest U.S. tariff increase on Chinese imports and pinned their hopes on talks between the world’s two largest economies as well as on market and policy support from state firms.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary