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Joseph Lavorgna says tariffs are not inflationary. Economists predicted prices would rise due to President Trump's import duties. Alberto Cavallo tracks the price impact of tariffs. Fed economists showed tariffs on Chinese imports affected consumer prices. The Council of Economic Advisers found prices of imported goods had fallen. Fed officials are divided on the effect of tariffs.
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News and Media
Shares of Berkshire Hathaway have remained under pressure since Warren Buffett unveiled his succession plans, falling more than 12% and underperforming the broader U.S. market.
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News and Media
Ashish Gupta from Axis Mutual Fund suggests a positive outlook for NBFCs and mid-sized banks due to reduced funding costs. Cement sector profitability is recovering, but volume growth is crucial. Industrials show strong topline and margins. Healthcare, especially hospitals and CDMOs, are favored over generic exports. Auto sector is currently underweight due to high margins and multiples.
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News and Media
Ashish Gupta of Axis Mutual Fund notes India's market underperformance compared to global peers despite a global equity rally. While foreign flows have turned positive since April, they remain modest. Gupta emphasizes the need to monitor economic indicators, especially the impact of macro events like tariffs, to gauge future market direction.
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News and Media
Elara Capital's Karan Taurani is optimistic about Zomato, citing improved growth prospects in food delivery and quick commerce. Blinkit's losses are bottoming out, driven by store expansion and traction in non-metro markets.
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News and Media
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