Sandip Sabharwal suggests that market macros are favorable with decreasing inflation and interest rates, alongside increasing government spending. He believes geopolitical tensions are easing, creating a positive environment despite investor hesitancy. While advising investors to remain invested, he suggests staggering new investments. He also notes Reliance’s potential for growth hinges on its investment cycle and cash flow generation.
Trade deal lacks fine print, raising doubts over US-China truce: Shaun Rein
Shaun Rein discusses the US-China trade agreement, highlighting Trump’s optimistic view versus China’s more cautious approach. He emphasizes China’s growing economic power and shift in
June 12, 2025