Indian IT and pharma stocks are not benefiting from a weaker rupee as expected. Tariff concerns are overshadowing currency gains. Investors are waiting for clarity on trade deals. Foreign investors have also been selling these stocks. Valuations remain a concern for pharma companies. Demand for IT services shows signs of improvement. Stock selection will be crucial for investors.
Regulatory reset done, capital markets set to accelerate: Raamdeo Agrawal
Motilal Oswal Financial Services believes regulatory pressures on broking are easing. The firm anticipates renewed growth in the broking sector. Asset management and private equity