Harish Krishnan from Aditya Birla Sun Life AMC shares insights on market dynamics. He highlights the shift from macro to micro factors like earnings and capital expenditure. Krishnan anticipates a moderation in global tariff war fears. He suggests focusing on sectors like private banks, FMCG, and chemicals.
Yen steady before BOJ, AI jitters drive Treasury rally, weigh on dollar
The yen remains steady as the Bank of Japan gears up for its expected interest rate policy decision. The dollar has slipped lower, responding to