Within sectors, I think manufacturing is what I am quite positive about and within that autos and pharmaceuticals in particular because you will see a significant tailwind to margins from normalising raw material costs.
Indian market is expected to consolidate, mirroring mixed global signals, with Nifty futures closing negatively. Option data indicates a trading range between 24,600 and 25,600.
Ed Yardeni compares the proposed EU tax to past tariff threats. He calls it Liberation Day 2. Markets remain calm, seeing it as negotiation. A
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