Emkay Wealth Management’s Dr. Joseph Thomas anticipates a potential RBI rate cut in 2025 amid controlled inflation and growth imperatives. He navigates global volatility from tariff tensions and US bond yield fluctuations, highlighting India’s improving earnings and IPO surge. Opportunities exist for long-term investors in SMIDs, infrastructure, PSU equities, consumer discretionary, healthcare, technology, and utilities sectors.
Global Market Today: Asian stocks slip on AI woes, oil extends drop
Asian stocks dipped, mirroring a global tech sell-off fueled by concerns that the AI rally has overheated. Investors are questioning sky-high valuations amid rising costs