Sanjiv Bhasin discusses China sectors play, Tata Motors, PB Fintech outlook. Mentions L&T, FMCG stocks, Lever target. Talks about Voltas, real estate momentum, Indiabulls Real Estate play.
India’s gold consumption is projected to drop to 650–700 tonnes this year as a sharp price rally hurts jewellery demand. Investment buying remains strong, with
Federal Reserve President John Williams told CNBC on Friday he does not see an imminent need to follow last week’s interest rate cut with another
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