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Ashi Anand of IME Capital suggests consumer durables are a safe haven amid global uncertainties and banking pressures. Falling interest rates are freeing up household income for discretionary spending. While optimistic about financialization of savings, particularly in wealth and asset management, she advises caution on brokerages due to regulatory changes impacting speculative trading.
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News and Media
Arun Patel suggests long-term investors maintain their positions amidst stable market conditions and strong Indian economic fundamentals. Domestic consumption is expected to drive growth in the second half of 2025, supported by falling inflation and accommodative RBI policies. Pharma, fintech, and quick commerce are highlighted as emerging sectors with significant potential for investors.
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News and Media
India anticipates a crucial tariff deadline on July 9th. This deadline could affect the rupee and external finances. A trade deal with the US is expected. This deal is beneficial for both countries. Market outlook is positive with double-digit growth expected in FY26. PSU banks are fundamentally strong. Discretionary consumption is attractive. Retail sector is positive.
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News and Media
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