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Aparna Shanker suggests a balanced approach to equity allocation, highlighting the potential of GST cuts to boost consumption-oriented sectors. Auto, FMCG, and consumer durables are expected to benefit. While cautious on IT due to US market uncertainties, Shanker favors financial services, renewable energy, and infrastructure for long-term growth, recommending a diversified investment strategy.
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News and Media
The two also commit to a shared partnership with the US ahead of a review of a key North American free trade agreement.
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News and Media
Donald Trump's administration approached the Supreme Court. They sought permission to proceed with the dismissal of Federal Reserve Governor, Lisa Cook. This action faces legal challenges. It raises concerns about the central bank's independence. Cook's removal is unprecedented. The Justice Department defends Trump's authority. Cook denies the allegations against her. The legal battle continues.
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News and Media
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