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2025-07-22 10:54:54| The Economic Times

Ashish Gupta from Axis Mutual Fund suggests a positive outlook for NBFCs and mid-sized banks due to reduced funding costs. Cement sector profitability is recovering, but volume growth is crucial. Industrials show strong topline and margins. Healthcare, especially hospitals and CDMOs, are favored over generic exports. Auto sector is currently underweight due to high margins and multiples.

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2025-07-22 10:30:48| The Economic Times

Ashish Gupta of Axis Mutual Fund notes India's market underperformance compared to global peers despite a global equity rally. While foreign flows have turned positive since April, they remain modest. Gupta emphasizes the need to monitor economic indicators, especially the impact of macro events like tariffs, to gauge future market direction.

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2025-07-22 09:53:32| BBC News | Business | World Edition

A big increase in debt interest payments meant government borrowing was higher than expected last month.

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