Emkay Investment Managers’ Sachin Shah highlights a mega-trend of US corporates diversifying supply chains globally, benefiting countries like India. He believes India is poised to gain incremental market share in sectors like specialty chemicals and pharmaceuticals. With cooling trade war tensions and increasing FII inflows, India stands out among emerging markets, showcasing its domain expertise and scale.
FIIs and DIIs place big bets on State Bank of India — Analysts see about 20% rally ahead
Investors are showing renewed confidence in State Bank of India. Both foreign and domestic institutions are raising their stakes. SBI reported strong earnings momentum. Analysts
