Morgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, and long-term policy focus on semiconductors, AI, and data centres to sustain earnings and premium valuations.
New fund offer collections by asset management companies fell significantly. Funds raised through new fund offers reached a five-year low in June. This sharp decline
Foreign investors reduced holdings in top private banks over the past year. They increased stakes in select public sector lenders, showing a notable shift. This
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