Emkay Investment Managers’ Sachin Shah highlights a mega-trend of US corporates diversifying supply chains globally, benefiting countries like India. He believes India is poised to gain incremental market share in sectors like specialty chemicals and pharmaceuticals. With cooling trade war tensions and increasing FII inflows, India stands out among emerging markets, showcasing its domain expertise and scale.
Sugar stocks rally continues: Balrampur Chini, Dhampur Sugar, Uttam Sugar Mills rally up to 4%. Two big triggers
Sugar stocks rallied as domestic sugar prices surged sharply over the past month. Government data showed retail prices rising from Rs 48.18/kg on July 20