Adrian Mowat discusses the potential boost for emerging markets from a weakening US dollar and the US Federal Reserve’s shift to a neutral policy. He highlights the impact of US economic data on interest rates and cautions on China’s manufacturing challenges. Emerging markets might benefit if the Fed cuts rates, enhancing performance over developed markets.
9 Sensex stocks with up to 40% upside potential. Are these in your portfolio?
Analyst target prices suggest several Sensex heavyweights could offer strong upside over the next 12 months. Based on Trendlyne consensus estimates, stocks including TCS, Infosys,