Sharp market selloff amid geopolitical tensions may offer selective long-term buying opportunities, says Sunny Agrawal. He highlights robust order books, corrected valuations, and attractive prospects in private banks, consumer internet, and select large-cap stocks, while noting crude oil and inflation remain key macro variables for investors.
Value addition key for Tata Steel as prices fall and costs increase
Tata Steel saw strong revenue growth in the June quarter, driven by higher realisations. However, global steel prices are softening, and coking coal costs are