CLSA reaffirmed Bharti Airtel as India’s top telecom pick, citing robust growth potential and 5G expansion. Indus Towers, Tata Communications, and others also received mixed ratings, while Vodafone Idea faces ongoing challenges.
Any relief rally in markets likely limited and temporary: David Roche
Global markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and equity market moves reflect speculation