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.
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