Viktor Shvets of Macquarie Capital suggests the US faces a period resembling stagflation, not outright recession, due to Donald Trump’s policies aimed at reshaping American society. He notes that India’s economic growth, while strong, needs recalibration and structural reforms to achieve its potential.
Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo.