Global tensions may weaken the Indian rupee this week. Experts predict volatility due to US actions in Venezuela. The rupee has already declined. The Reserve Bank of India’s upcoming swap operation on January 13 will be crucial. Foreign investor outflows and trade deficits also impact the currency’s performance.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,