Nilesh Shah from Envision Capital expresses optimism about the Indian market due to easing geopolitical tensions and moderate inflation. He anticipates growth driven by GST 2.0 and increased infrastructure spending. While cautious on large-cap IT, he remains bullish on the alcobev sector, citing premiumization and growing consumer relevance as key drivers.
Stablecoins fuel liquidity, not yet money: Mike Dolan
The U.S. “Genius Act” has legitimized stablecoins, fueling debate on whether their $250B market will stabilize Treasuries or trigger systemic risks. Proponents see demand support,
August 16, 2025