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BofA Global Research's Claudio Irigoyen suggests the US dollar will likely remain soft without a major collapse. Rising US treasury yields reflect recalibrated expectations due to fiscal and policy uncertainties, impacting consumer and business sentiment. Portfolio rebalancing by global investors, shifting away from US assets, further contributes to the dollar's struggle.
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Analysts are raising earnings per share (EPS) estimates for many large companies after Q4, reversing previous downgrades. This positive shift is attributed to increased government spending and a rise in consumer demand. The Nifty's EPS is projected to grow significantly, driven by accommodative monetary policy and continued government investment, boosting investor confidence.
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News and Media
An inquiry found "disproportionate" punishments for often innocent mistakes.
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News and Media
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