Puneet Sharma shares insights on navigating market volatility. Indian markets are reacting positively to global events. Sectors like FMCG and auto ancillaries may benefit from monsoon and tax relief. For 2025, consider ETFs for diversification. A 60:40 equity-debt split is suggested for medium to high-risk investors. Staying invested and trusting the process is crucial.
JM Financial Services' Rahul Sharma maintains a positive outlook on Indian indices, citing recent breakouts in Nifty and Bank Nifty. Nifty is projected to reach 25,800, while Bank Nifty targets 58,500, potentially hitting 60,000 by July-end. Reliance Industries and Hindalco are top stock picks, with upside potential.
US lawmakers have introduced the bipartisan No Adversarial AI Act to block federal agencies from using AI developed by foreign adversaries like China. The bill aims to protect national security, prevent data leaks, and ensure only trusted AI technologies are used in government systems.
Indian equity markets show resilience, with smallcaps emerging as compelling long-term investment opportunities due to sound fundamentals and attractive valuations. Investor sentiment is shifting positively, reflected in the Nifty Smallcap 100's impressive gains. Favorable sectoral trends, such as RBI rate cuts and the China plus one strategy, further boost smallcap growth potential.
ANZ Group's Richard Yetsenga anticipates a US economic slowdown in the latter half of the year, stopping short of a recession. Despite economists' bearish outlook, financial markets like the S&P and Nasdaq are performing well.
Usha Vance, once a lawyer, is now the Second Lady. She has settled into her new life in Washington. She supports her husband, Vice President JD Vance. Despite her past, she embraces her role. She focuses on family and children. She is launching reading initiatives. Her influence on her husband is significant. She is navigating her transformation.
Peter Cardillo from Spartan Capital Securities suggests market optimism stems from easing geopolitical tensions, declining oil prices, and stable bond yields despite the Federal Reserve's firm monetary policy. Anticipation of positive earnings season and favorable PCE inflation data further fuel expectations of an early summer rally. While a July rate cut is unlikely, September remains a possibility.
