Ashi Anand of IME Capital suggests that easing monetary policy by the RBI, including CRR cuts, could revive consumer demand and capital goods investment. Markets await clarity on Trump’s tariffs and the Iran-Israel conflict as potential triggers for an upswing.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like