|
Sachin Shah highlights the preference for private sector banks due to their valuations and easing liquidity, along with a rebound in the rural market. He emphasizes the importance of identifying strong businesses with solid balance sheets and acknowledges the challenges posed by new tariffs on exports. Despite global inflationary pressures, domestic and export-oriented businesses with strong value propositions may thrive.
Category:
News and Media
On April 4, 1975, Bill Gates and Paul Allen founded Microsoft in Albuquerque, New Mexico.
Category:
News and Media
Dharmesh Shah suggests focusing on the domestic sector, with banking showing relative outperformance even in the current corrective phase. He advises positive stances on banking, NBFCs, PSU stocks, and metals, while viewing pullbacks in IT as exit opportunities.
Category:
News and Media
All news |
||||||||||||||||||
|