The gross domestic product dropping to 5.4%, inflation moving above 6% in October, the Trump administration’s policies and a stronger dollar are the reasons why the brokerage is cautiously optimistic. The firm prefers BFSI, IT, realty, and pharma & healthcare sectors and advised investors to moderate return expectations.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026