Chakri Lokapriya of LGT Wealth suggests a cautious market outlook. Export sectors face challenges due to US tariffs. Industrials and consumer discretionary sectors show potential. ITC and Hindustan Unilever are bottoming out. Hero MotoCorp and TVS Motors appear attractive. Private capex may see a slight increase. Large-cap banks are preferable in the current environment.
US Treasury yields slip as AI concerns boost safe haven demand ahead of 20 year auction
US Treasury yields slipped as investors weighed the impact of higher borrowing costs on AI stocks, with the 10 year yield heading for a second