Dipan Mehta suggests that the market’s consolidation follows the RBI’s positive policy move, anticipating improved corporate earnings due to lower tax rates and a potentially better monsoon. The market’s future hinges on the outcome of the US-China trade talks and potential tariffs. Mehta emphasizes a shift towards selective stock picking as market movements become more narrow.
Metal stocks set for strong year as domestic demand strengthens: Dharmesh Kant
Despite U.S. rate cuts, IT sector growth remains subdued due to AI disruption, with midcap services firms offering better prospects. Aviation faces near-term pain from