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The recent market drawdown may have already factored in some but not all potential earnings cuts, especially in globally exposed sectors such as IT services and energy. In such a scenario, large-cap valuations look more attractive than mid- and small-caps, and also present fewer downside risks.
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News and Media
UBS has revised down China's GDP growth forecast to 3.4% for 2025, anticipating persistent tariffs with the U.S. and factoring in additional stimulus from Beijing. It has projected a significant drop in Chinese exports to the U.S. and a broader decline in overall exports due to slower global economic growth.
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News and Media
ICICI Lombard and ICICI Prudential Life are set to announce their Q4 results, with analysts anticipating a 10% YoY APE growth for ICICI Pru Life, reaching Rs 3,312 crore. ICICI Lombard's total income is expected to grow by 5% to Rs 5430 crore, driven by moderate NEP growth.
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News and Media
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