Ramesh Mantri, CIO of WhiteOak Capital AMC, discusses the strong fundamentals and high valuations in various sectors, highlighting the attractiveness of financials. He mentions the impact of market rally, government spending, and the potential growth in the insurance and IT sectors. He also says private banks is the ignored part of the market and valuations are below long-term averages, fundamentals are very strong. Here a lot of alpha can be created.
Trump’s trade chief says ‘deal’s a deal’ for economies with capped US tariffs
America’s trade representative assures that new tariffs will respect existing agreements. He stated that a deal is a deal for nations like the European Union
June 4, 2026