Global markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI disruption fears, while banking and defensive sectors gain traction. Opportunities are emerging in pharmaceuticals’ GLP-1 generics and attractive metals valuations.
Microfinance in revival mode; MFIs, private banks expand business in January
The microfinance sector is consolidating after a period of stress. Private banks and NBFC-MFIs have increased their lending portfolios. While the overall market saw a