Anshul Saigal of Saigal Capital suggests that while early monsoons generally benefit India, fundamentals drive the market beyond short-term weather impacts. He favors broader market opportunities over expensive, unprofitable stocks like Zomato. Saigal is positive on the CDMO space due to potential gains from the China plus one strategy, while being cautious on generic pharma exports to the US.
Tata Motors shares rally 5% in 2 days on U.S. trade deal hopes
Tata Motors’ shares experienced a surge, driven by optimism surrounding potential global trade deals that could lower automobile export tariffs. The US-Japan agreement, reducing tariffs