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Swarup Mohanty of Mirae Asset Investment Managers highlights India's structural growth story and its increasing negotiation power in global trade. He emphasizes the shift towards retail investors and the unique demographic of multiple generations investing together. Mohanty expresses confidence in India's ability to thrive independently, driven by domestic consumption and consistent data points, despite global uncertainties and tariff concerns.
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News and Media
Arvind Sanger from Geosphere Capital Management suggests markets are beginning to acknowledge the potential for sustained high tariffs, exceeding previous expectations. The uncertainty surrounding trade deals with major economies like Japan, the EU, and India, coupled with concerns about the Federal Reserve's interest rate policy, is creating turmoil.
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News and Media
Reliance Industries shares: Jefferies offered a candid assessment, noting that consolidated EBITDA came in 3% below its estimates, with the O2C and Retail segments missing expectations by 5% and 4%, respectively. Despite this, the global brokerage retained its Buy rating with a target price of 1,726.
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News and Media
Adani Group plans a significant expansion in its airport business. The group will invest nearly Rs 1 lakh crore over the next five years. This investment will focus on infrastructure and real estate development. Navi Mumbai Airport will soon be added to their portfolio. The group will also develop new terminals at various airports across India.
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News and Media
HDFC Bank's first quarter results show a familiar seasonal dip in fees from distributing third-party products. Cost of funds saw a slight decrease. Loan yields experienced a larger drop due to faster repricing of market benchmark loans. The bank is closely monitoring corporate lending. Larger companies are liquid, leading to competitive rates.
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News and Media
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