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A Balasubramanian reflects on his investment journey, emphasizing the importance of compounding. He acknowledges underestimating its power early in his career. He wishes he had implemented the strategy sooner. Balasubramanian notes the rapid changes in the market. He highlights the diverse perspectives of investors. He advises caution regarding speculative assets. He stresses the need for focused allocations.
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News and Media
Borrowing - the difference between spending and tax income - was 20.2bn, up 1bn from April last year.
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News and Media
Chakri Lokapriya discusses the potential impact of US fiscal deficits and RBI surplus on the Indian market, highlighting opportunities in defence and infrastructure. He suggests caution with IndusInd Bank due to operational uncertainties and favors financials and industrials, particularly PSU banks and EPC companies. While pharma faces US tariff concerns, companies like Sun and Cipla offer potential upside.
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News and Media
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