Smart Talk: Stock market is hoping for a progressive, non-populist & capex focused Budget from Modi 3.0: Sameer Kaul

June 13, 2024

Ahead of major defining events, market participants steadily build positions. Now once the event crystalizes all participants move in a herd for the exit all at once which causes these gyrations and spikes in the volatility index (up 24% on the election outcome day).

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Probal Sen flags muted quarter for Reliance as O2C weakness weighs

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Sandip Sabharwal sees strength in financials, warns of IT sector headwinds

India’s top IT firms reported mixed earnings, grappling with near-term pressures and AI-driven structural shifts, leading to subdued growth forecasts. While IT valuations have become

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