Indian markets ended positive after US paused reciprocal tariffs, easing investor concerns. Smallcaps recovered late, while IT, metals, and capital goods rallied. Focus now shifts to India-US trade talks, Q4 earnings, and RBI’s stance amid cooling inflation.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.