Shaun Rein discusses the US-China trade agreement, highlighting Trump’s optimistic view versus China’s more cautious approach. He emphasizes China’s growing economic power and shift in trade patterns, with the US needing Chinese manufacturing and resources. Despite market fluctuations and geopolitical tensions, Rein suggests investors consider increasing exposure to Chinese equities, anticipating future institutional investment.
10 largecap stocks with upside potential up to 37%. Do you own any?
Trendlyne’s consensus estimates identify 10 BSE large-cap stocks with potential upside of 25% to 37% over the next 12 months. HDFC Bank and HDFC Life
August 2, 2026