ICICI Prudential AMC advocates revisiting quality stocks as a long-term portfolio anchor amidst market volatility and tempered earnings expectations. Ihab Dalwai highlights the underperformance of quality stocks in recent years, presenting a favorable entry point for long-term investors. The fund emphasizes reasonable valuation, earnings resilience, and bottom-up stock picking across sectors and market caps.
RBI maintains optimism on growth, signals caution on inflation and FX volatility: Anubhuti Sahay
The Reserve Bank of India’s latest policy stance balances optimism on growth with caution on inflation and foreign exchange volatility. Analysts noted the central bank’s