While agrochemical demand remains subdued due to unfavourable weather conditions and crop price pressures, fertilizers are benefiting from structural advantages, making them the preferred pick.
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
Indian shipping stocks, including GE Shipping and SCI, surged following escalating tensions between Israel and Iran. The geopolitical unrest drove crude oil prices higher and
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