“The appeal of India is the earnings growth and that is being driven in part by the strong economy but also the resilience of the banking sector after years and years of taking that painful medicine of writing down the non-performing assets is now in a place to lend. We have got a capex cycle which will continue and the banks are the biggest sector in the Nifty.”
Japan’s Nikkei rallies to record high, SoftBank surges
Japan’s Nikkei surged to a historic high, mirroring global market peaks driven by tech stock gains. The Nikkei 225 surpassed its 2024 high, fueled by