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Jefferies initiates coverage on Indian spirits firms United Spirits, Radico Khaitan, and Allied Blenders with Buy ratings, citing premiumisation as a key growth driver. Radico is the top pick, while Allied is called a dark horse with potential for a turnaround.
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News and Media
Atul Bhole from Kotak Mutual Fund suggests that the Indian stock market's risk-reward is now favorable after a period of correction. He recommends deploying cash into equities, anticipating double-digit earnings growth driven by government reforms, GST, and addressed liquidity issues. Despite underperforming other markets, domestic flows remain strong, making IT sector a contrarian investment opportunity.
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News and Media
Asian stocks began cautiously as markets anticipate potential rate cuts from the U.S. Federal Reserve and possibly the Bank of Canada this week. Investors are closely watching the Fed's future guidance amid economic concerns and President Trump's criticism. China's economic data and U.S.-China trade talks are also key factors influencing market sentiment, alongside oil price fluctuations and gold's near-record highs.
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News and Media
U.S. and Chinese officials met in Madrid to discuss strained trade ties, TikTok's divestiture deadline, and U.S. demands for tariffs on countries buying Russian oil. Experts anticipate a TikTok deadline extension, with substantial breakthroughs unlikely without a Trump-Xi meeting. The U.S. is pressuring China and India to reduce Russian oil purchases through tariffs, while China seeks eased export controls.
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News and Media
China's shift towards yuan appreciation is poised to boost emerging-market currencies, fueled by expectations of lower US interest rates. The yuan's influence as a regional anchor and its impact on trade flows extend beyond Asia. This policy change signals a departure from maintaining yuan stability, potentially easing central bank policies and benefiting the broader emerging market space.
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News and Media
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