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Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility and large-caps, suggesting increased weight on Reliance and HDFC Bank. With earnings growth scarce, portfolio construction for 2025 emphasizes sectors like IT, industrials, and select consumer discretionary areas.
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News and Media
The economy fared worse than previously estimated in the quarter before the Budget, official figures suggest.
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News and Media
Former President Donald Trump reignited controversy by suggesting the U.S. acquire Greenland for national security, coinciding with his ambassador nomination to Denmark. This echoes his 2019 attempt, reflecting a long-standing U.S. interest in the strategically located island, with historical precedents for such acquisitions.
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News and Media
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