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Mihir Vora of TRUST Mutual Fund selects stocks using ROCE filters and terminal value theory. He focuses on companies with visible growth and sustainable capital efficiency. The uptrend in markets looks sustainable with potential volatility. Sectors like construction and consumer discretionary are gaining attention. He suggests a balanced investment approach with equities, gold/silver, and fixed income.
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News and Media
Saurabh Pathak of Purnartha PMS is optimistic about India's growth in H2 2025, highlighting Generative AI, Defence, and Semiconductors as key investment themes. Despite geopolitical volatility, India's strong domestic growth, resilient consumption, and government capex support a constructive outlook. Pathak advises staggered investments, favoring IT, Pharma, and Utilities sectors.
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News and Media
Nvidia's stock soared to a record high on Wednesday, propelling it past Microsoft to become the world's most valuable company. This surge was fueled by an analyst's prediction of a "Golden Wave" of AI adoption, with Loop Capital raising its price target for Nvidia. The resurgence of the "AI trade" has boosted chip stocks, reflecting optimism about the technology's potential.
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News and Media
Swaminathan Aiyar suggests the Reserve Bank of India might lower interest rates. This decision hinges on a possible US recession. The US Federal Reserve's approach to inflation and interest rates could restrict the RBI's moves. Aiyar notes India has managed well with higher rates. Therefore, immediate cuts are not crucial.
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News and Media
Asian equities saw gains, boosted by Japanese stocks, while US stock futures remained flat amid economic and geopolitical uncertainties. Short-dated Treasuries rallied, and the dollar weakened following reports of a potential new Federal Reserve Chair. Investors are weighing the impact of Middle East tensions and US tariffs, with the S&P 500 nearing a record high.
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News and Media
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