Private banks show attractive valuations and positive future growth. Defence stocks have strong order books but limited rerating potential. ITC faces volume challenges due to taxation changes, impacting its earnings trajectory. Investors are watching budget announcements for potential shifts in these sectors.
RBI to focus on managing INR volatility over liquidity: Tanvee Gupta Jain
The Reserve Bank of India faces a challenging policy review. Global uncertainties and volatile oil prices are key concerns. Experts highlight rising external risks and