Indian markets face pressure from currency weakness and foreign investor outflows. Experts believe easing overseas investment rules is unlikely until external balances stabilize and foreign investor trends reverse. Indian households should consider international equities for diversification, not core holdings. A 5% to 10% exposure to technology and AI sectors in developed markets is recommended.
Selective bets in defence, CV cycle turns supportive, value seen in ITC: Sandip Sabharwal
Ahead of the Union Budget, market expert Sandip Sabharwal urges selective investment in defence stocks. He notes the commercial vehicle cycle is strong, with Tata