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Giles Hurley says the chancellor must consider "very carefully" any policies that raise business costs.
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Jaiprakash Toshniwal of LIC MF Asset Management sees a positive turn for Indian stocks. Festive demand and a resilient economy are key factors. He favors IT, banking, and retail NBFCs. He advises caution on overvalued staples. He notes improved conditions in the metals sector. Domestic factors and steady foreign investment should support markets.
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SEBIs board didnt announce changes to derivative contracts but plans to release a consultation paper soon. Potential tweaks, such as altering expiries or contract sizes, could impact exchange earnings, especially for BSE, according to a Nuvama report.
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News and Media
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