Ankur Jhaveri of JM Financial highlights India’s potential gains from the China+1 strategy amid global manufacturing shifts. He anticipates rural consumption and domestic manufacturing as key growth drivers, while geopolitical events and trade deals remain crucial market factors. Jhaveri suggests a bottom-up investment approach, favoring companies with solid earnings and reasonable valuations, particularly within the banking sector.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and
April 21, 2026