Sudip Bandyopadhyay advises caution in pharma due to US tariff uncertainties, recommending domestic-focused companies like Mankind Pharma for growth. He also anticipates a strong Q3 for value retailers, including V-Mart, driven by rising incomes and festive demand. Overall, domestic sectors offer safer growth amidst global volatility.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction