Pramod Gubbi from Marcellus Investment indicated that despite high market valuations, pockets of value with predictable earnings growth exist. He discussed opportunities in private banks, autos, and specialty chemicals, emphasizing a bottom-up approach. Key triggers include global factors and economic changes affecting sectors and stocks. Investors should be discerning and focus on earnings potential.
Trump’s rhetoric isn’t driving long-term market trends: Atul Suri
Atul Suri from Marathon Trends – PMS discusses how Trump’s actions influence global markets, emphasizing the importance of implementation over rhetoric. He believes the time
February 6, 2025