The private sector banks, particularly large-cap ones, appear to have valuations that accommodate current headwinds. Large-caps offer attractive investment opportunities compared to mid-caps and small-caps, with expected earnings growth in FY26. Positive sectors include large private sector banks, technology, and selected consumer segments.
Wall Street closes higher after US-China tariff truce
Wall Street saw a sharp rise in indexes. This happened after the US and China agreed to temporarily reduce tariffs. The S&P 500 reached its