Global markets brace for a volatile second half of 2025. Trade tensions and Federal Reserve policy are key concerns. US jobs data and European Central Bank discussions are closely watched. China’s economic recovery remains uncertain. Mergers and acquisitions are surprisingly strong despite market headwinds. Investors navigate a complex landscape of tariffs and geopolitical risks.
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