Anshul Saigal of Saigal Capital identifies mispriced bets in sectors like metals, pharma, retail, financials, and capital goods, capitalizing on market corrections and US tariff uncertainties. He advises caution on the Mag-7 tech stocks and IT services due to potential consolidation and AI impact.
Fed likely to hold rates, no cuts before September: Matt Orton
Matt Orton from Raymond James Investment suggests that manageable tariff ranges and strong Q2 earnings are fueling optimism in US markets. While oil price stability