Harish Krishnan from Aditya Birla Sun Life AMC shares insights on market dynamics. He highlights the shift from macro to micro factors like earnings and capital expenditure. Krishnan anticipates a moderation in global tariff war fears. He suggests focusing on sectors like private banks, FMCG, and chemicals.
Rupee has scope to stabilise, appreciate: RBI deputy governor Poonam Gupta
“One may think of the cumulative depreciation of the INR in the past year and a half to be a temporary phenomenon,” she said. “If
September 24, 2026