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.
2 top stock recommendations from Aditya Agarwala
Going ahead what is interesting is markets are oscillating in a falling wedge pattern and Nifty today took support at the lower end of the