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We think the tariffs are an opportunity for India given the relative tariff advantage between China and India. An early indicator supporting this is the 100% shift to India from China (by 2026) for US-destined iPhones announced recently.
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News and Media
From the quiet but powerful moves in gold reserves by global central banksespecially Chinato the relative value emerging in large-cap stocks, Tiwari breaks down how investors can realign their portfolios for long-term wealth creation.
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Avenue Supermarts, known for DMart, will be watched on Monday. The company's Q4 FY25 standalone net profit increased by 2.6% YoY to Rs 619.71 crore. Revenue rose 16.7% YoY to Rs 14,462.39 crore. However, net profit declined sequentially. For FY25, profit after tax grew 8.6%. The stock has fallen 12% in the last year.
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