Ashwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption names appear promising. Textile exports might offer buying opportunities if tariffs impact them negatively. India’s manufacturing cost advantage remains strong long-term. Agarwal is currently tracking companies improving their earnings profile. Companies recovering from a downcycle are also worth watching.
US inflation tops 4% for first time in three years, keeping Fed hike in play
US inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve’s interest rate hike plans on the table for September.
June 25, 2026