Indian markets show a recovery but face a “kangaroo market” due to global risks like West Asian tensions and oil price volatility. Investors are urged to be selective, focusing on adaptable companies, especially in IT and consumer goods, as AI disruption reshapes industries. The real economy anticipates pain as oil costs and supply chain disruptions impact consumers and businesses.
Sun Pharma deal structurally strong, debt the only overhang: Amit Khurana
Market expert Amit Khurana offers insights on key corporate and regulatory developments. Sun Pharma’s acquisition is seen as strategically sound, though debt requires careful management.