Ajay Bagga identifies long positions in gold, emerging market debt, US and Chinese technology stocks as popular strategies. He warns the market is complacent about Trump’s tariffs, anticipating clearer implications in the next few months. He advises caution in broader markets and highlights power sector opportunities, while noting concerns about discom losses and LPG under-recoveries affecting OMCs.
Rate cut expected, RBI’s views in focus with economy near a sizzle
Economists anticipate the Reserve Bank of India will reduce interest rates this week. This decision comes amid decreasing inflation. Experts await the central bank’s insights
June 1, 2025