As India approaches 2026, investors are shifting focus from dominant sectors to lagging ones like IT, real estate, and platform businesses. Rajat Sharma sees significant opportunity in IT, citing depressed valuations and potential currency tailwinds, while also favoring select fintech and platform companies with strong distribution.
Fed Governor Michael Barr signals more rate hikes needed to tame inflation
Federal Reserve Governor Michael Barr announced that additional rate hikes may be necessary to manage inflation. He indicated that while economic growth is strong, inflation