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Santosh Rao believes the Trump agenda is likely to favor market growth for the next two to three quarters. A positive signal comes with the Gaza ceasefire and promising economic indicators. The market sentiment is optimistic, and potential interest rate cuts are anticipated in the latter half of the year.
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News and Media
Texas and Florida's rapid growth is causing a demographic shift in political influence from Democratic strongholds like California, Illinois, and New York to Republican-dominated Southern states. This shift could significantly challenge the Democratic path to controlling the U.S. House and the White House long term.
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News and Media
Rail stocks surged with RVNL and Ircon leading, as reports suggest the upcoming Union Budget may increase Indian Railways' capital expenditure by 15-20% to over Rs 3 lakh crore for FY26. The higher allocation is expected to fund new tracks, upgrades, and rolling stock purchases, driving optimism among investors.
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News and Media
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