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Axis Mutual Fund's Jayesh Sundar outlines a calibrated contrarian roadmap for 2026, identifying IT, FMCG, and select export plays as key opportunities. He emphasizes a comprehensive asset allocation framework, factoring in macro and micro variables, and sees potential upside as earnings visibility strengthens and global conditions stabilize.
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The policy, according to U.S. Secretary of State Marco Rubio, will restrict U.S. visas for Central American nationals, and their immediate family members, who "are intentionally acting on behalf of the Chinese Communist Party and threatening our region's stability."
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It is the first major public agreement that the U.S. has struck with a Caribbean nation as it seeks friendly allies to support its attacks against alleged drug-smuggling boats in the region and beyond. Since the strikes began in early September, at least 83 people have been killed.
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