ICICI Prudential AMC advocates revisiting quality stocks as a long-term portfolio anchor amidst market volatility and tempered earnings expectations. Ihab Dalwai highlights the underperformance of quality stocks in recent years, presenting a favorable entry point for long-term investors. The fund emphasizes reasonable valuation, earnings resilience, and bottom-up stock picking across sectors and market caps.
Dollar slides on easing trade tensions, Fed expectations
The dollar weakened due to Trump’s potential shift in tariff talks and expectations of Federal Reserve rate cuts. The euro reached a seven-week high. Sterling