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Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector banks, real estate, infrastructure, capital market plays, and discretionary consumption. While large-cap IT may see modest growth, mid-tier IT and insurance sectors present buying opportunities, despite concerns about valuations and potential tariff impacts.
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News and Media
Andrew Bailey tells the Times he believes "the path is downward" on interest rates.
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News and Media
Gold and silver surge as renewed U.S. trade tariffs drive safe-haven demand, fueling fresh uncertainty in global financial markets.
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News and Media
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