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The German sportswear giant sources most of its products from Vietnam and Indonesia.
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News and Media
Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.
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News and Media
Kotak Securities' Anindya Banerjee suggests silver may outperform gold due to strong base metal fundamentals. He notes that a rebound in the dollar index, supported by recent trade agreements and shifting Federal Reserve rate cut expectations, has pressured gold and silver.
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News and Media
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