Kotak Institutional Equities’ Sanjeev Prasad suggests a potential IT sector backstop due to already priced-in bad news and company cash reserves, despite unglamorous guidance. He questions high valuations across sectors, considering weaker short-term growth, medium-term disruptions, and elevated global bond yields.
Export Promotion Mission sets unified path to strengthen India’s export competitiveness
India took a major step to strengthen its export ecosystem with the launch of the Export Promotion Mission (EPM), a unified framework approved in the