We also like consumer discretionary and property. We are restricted, unfortunately, in talking about individual financial stocks but the names that we have in our focus list from India at the moment are DLF, Larsen & Toubro, Maruti Suzuki and then the mega cap Reliance Industries.
NY Fed’s John Williams flags need to gather more information on inflation risks before rate decisions
Federal Reserve officials John Williams and Alberto Musalem have flagged persistent inflation risks, with rapid AI infrastructure investment potentially adding to price pressures. Williams backed