A last-minute deal to avoid a government shutdown kicks one immediate risk a little further into the future. But a major auto strike, the resumption of student-loan repayments, and a shutdown that may yet come back after the stop-gap spending deal lapses, could easily shave a percentage point off GDP growth in the fourth quarter.
Varun Goel on 3 themes one can invest in this market
Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings
March 12, 2025