Mark Mobius discusses investment strategies amidst geopolitical tensions and market dynamics. He highlights India’s potential, contingent on regulatory reforms, and identifies defense, IT, and pharmaceuticals as promising sectors. Mobius also notes Trump’s influence on markets and the US-China dynamic, emphasizing the need for vigilance regarding trade agreements.
The Big Review: Markets near bottom, selective opportunities emerging for FY27
HDFC Securities report highlights India’s macro stability despite global risks, with steady growth, moderating inflation and controlled fiscal trends. Earnings may grow modestly, valuations are