Market expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant EPS growth. He also highlights emerging value in the banking sector, while advising caution on EMS and consumption due to seasonal and supply chain concerns.
Crude may soften, but global supply challenges remain: Peter McGuire
Global financial markets rebounded sharply on hopes of Middle East de-escalation, with crude oil prices cooling and Asian equities rallying. While a temporary ceasefire has