For US bond markets, the determining factor will be the fiscal plans as opposed to the campaign promises. There are two elements to what happens in bond markets, what the Fed does and very importantly, at this point, what the fiscal authority is doing.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like