Standard Chartered Bank’s Steve Englander analyzes market reactions to the potential passage of the Trump tax bill. He notes uncertainty in equities and the dollar. The market anticipates a benign resolution to the tariff deadline. Focus shifts to growth and profits, with AI potentially influencing market tone. The dollar’s future is uncertain, influenced by yields and risk premiums.
Stock selection holds key as earnings & valuation gaps widen: Tata MF’s Chandraprakash Padiyar
Stock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to Chandraprakash Padiyar, senior fund
September 28, 2026