Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like hospitals and retail, emphasizing the importance of selectivity and difficulty as a barrier to entry. Puri believes the premiumization wave has potential but needs broader consumer participation, and earnings will drive market cues.
Global Markets | Asian stocks track US rally on Iran peace push
Asian markets opened higher, mirroring Wall Street’s positive trend. Hopes for further United States-Iran talks have boosted investor confidence. This optimism is also contributing to