Chakri Lokapriya discusses the potential impact of US fiscal deficits and RBI surplus on the Indian market, highlighting opportunities in defence and infrastructure. He suggests caution with IndusInd Bank due to operational uncertainties and favors financials and industrials, particularly PSU banks and EPC companies. While pharma faces US tariff concerns, companies like Sun and Cipla offer potential upside.
Sebi permits use of mutual funds for IAs, RAs deposit compliance
Sebi has allowed investment advisers and research analysts to use liquid mutual funds and overnight mutual funds for meeting their mandatory deposit requirements, providing an