Pankaj Pandey, Head of Research, emphasizes selective stock recommendations due to high anxiety levels in the market. He forecasts growth for Newgen Software and positive performance for Narayana Hrudayalaya. Pandey comments on the fluctuating market mood influenced by events like elections and advises cautious optimism as investors navigate the economic landscape.
Politics may trump macros in 2026 US rate cycle: Rajeev Agrawal
Recent US economic data shows inflation and jobless claims are lower than anticipated. However, a government shutdown may have skewed these figures. Experts suggest clarity