Market expert Sunil Subramaniam notes mixed signals regarding a potential trade deal between the U.S. and India, impacting market expectations. Domestic fund managers are cautious despite strong inflows, focusing on domestic sectors due to BTA uncertainty. Telecom sector bullish overall, but competitive dynamics make stock picking challenging.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others