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.
US stocks: US market ends lower as tech stocks weigh on sentiment
Wall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies surged. Investors are weighing the
June 26, 2026