Indian markets ended the week strongly, driven by GST cuts, hopes of US tariff concessions, and earnings recovery. Ajay Bagga highlights global liquidity, Fed rate cut expectations, AI-led IT revival, and defence sector’s multi-decade growth potential despite valuation concerns.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others