Rajiv Batra addresses global investors’ concerns about India’s growth and policy, emphasizing the need for double-digit earnings and nominal GDP growth to reignite foreign investor interest. He suggests profit-taking in pharma due to US generic concerns and underwhelming earnings. Batra remains positive on financials and monitors the Jackson Hole Symposium for its impact on rate cuts.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and