Largecaps remain attractive amid global volatility and tariff uncertainty : Sorbh (...)
The portfolio allocation has moved towards more of domestic consumption including banks. Banks are beneficiary of domestic economy doing well. So, banks is also one of them. We are also positive on pharma, not necessarily generic US exporter but more towards crams and domestic pharma, so that (...)
Site référencé: The Economic Times
The Economic Times
Federal Reserve can wait on any rate moves : Powell
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