Julius Baer Wealth Advisors’ Nitin Raheja suggests the economic slowdown might not be as bad as feared. Earnings season results, particularly in IT and banking, exceeded expectations. Raheja remains positive on the cement sector, citing strong profitability and infrastructure spending. He anticipates continued uptrend for cement companies.
Infra theme poised for revival as order flows improve: Dharmesh Kant
Investor attention is returning to India’s infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is