Asian markets opened higher today. Technology shares led the gains, boosting Wall Street. This rally eased worries about artificial intelligence. Investors are now looking ahead to Nvidia’s earnings report. The market sentiment improved following positive news from Anthropic. This suggests a more stable outlook for tech companies.
Dipan Mehta bets on NBFCs, says cleaned-up books signal fresh upside
Dipan Mehta of Elixir Equities offers a selective outlook, favoring NBFCs and pharma while cautioning on metals and avoiding certain largecaps. He sees strength in