Global markets show surprising resilience, with the US remaining strong and Europe adopting a more pragmatic approach. Ajay Srivastava advises Indian investors to look beyond domestic valuations, suggesting the US as the prime destination for AI investments. He warns of a potential valuation correction in India if short-selling is introduced, urging investors to be selective and encash exuberance.
India’s domestic growth story still strong despite global headwinds: Rajeev Agrawal
Global markets face uncertainty. Rajeev Agrawal from DoorDarshi India Fund sees India’s economy as resilient. He focuses on domestic businesses less affected by global shocks.