Global trade policy volatility is forcing investors to reassess strategies, with market strategist Manishi Raychaudhuri advising a focus on domestic growth. He highlights basic materials, industrials, and consumer discretionary sectors, while cautioning against exporters, consumer staples, and IT services due to valuation and margin concerns.
Clouded outlook suggests waiting on IDFC First Bank despite sharp correction
IDFC First Bank’s stock plummeted 16% after a ₹590 crore fraud was discovered at its Chandigarh branch. This incident has significantly dented its valuation multiple,
February 24, 2026