It expects corporate earnings to remain strong over the long run, supported by a robust growth backdrop, with policy interest rates likely settling around 5%, down from the current 6.5%. Paul said consumption-related sectors, IT services, real estate and select industrials will benefit from the government incentives to boost onshore manufacturing.
Global Markets | European shares fall again as Mideast war drags on
European shares extended their decline on Tuesday, mirroring a global equity selloff as investors grappled with the prospect of a prolonged Middle East conflict. A
March 3, 2026