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.
US stocks today: US market ends higher, S&P 500, Nasdaq notch biggest monthly gains in years
U.S. stocks surged on Thursday, with the S&P 500 and Nasdaq achieving their largest monthly gains in years. Strong corporate earnings, particularly from tech giants