Pankaj Pandey suggests domestic-oriented sectors like auto, capital goods, and cement offer attractive risk-reward amidst market volatility, expecting a further 2% correction before a bottom. While exporters face headwinds, select food FMCG companies and auto sales show promise, though IT remains challenging due to global sentiment.
Fed can afford to stay patient as inflation risks ease: Steve Englander
The Federal Reserve is unlikely to alter interest rates soon, as inflation moderates and the economy remains stable, according to Steve Englander of Standard Chartered.
July 2, 2026