Daljeet Kohli of Roha Asset Managers LLP expresses strong optimism for the Indian domestic market, citing factors like rate cuts, increased liquidity, and a favorable monsoon. The focus is shifting towards domestic-facing companies, with expectations of a consumption cycle revival and manufacturing growth driven by global uncertainties. While rural-related sectors and pharma show promise, a stock-specific approach is recommended.
Asian stocks snap six days of gains, bonds steady
Asian stocks experienced a downturn, ending a prolonged winning streak due to uncertainty surrounding potential Federal Reserve interest-rate cuts. Despite the S&P 500 reaching a
July 25, 2025