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Devina Mehra of First Global suggests remaining invested in Indian markets. They are underweight in the US since January. They favor Europe and maintain overweight positions in China and India. Recent rebalancing in India includes overweighting pharma and auto components since early 2024. FMCG and banks have seen increased weight. However, banks remain underweight despite recent additions.
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News and Media
The spike in Bajaj Finance shares came after the RBI slashed the repo rate by 50 bps and CRR by 100 bps, unlocking Rs 2.5 lakh crore in liquidity. The move is expected to lower borrowing costs for NBFCs, support loan growth, and ease margin pressures, with analysts seeing strong tailwinds for credit expansion and consumption demand.
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News and Media
Trump and Musk are in a public fight. It started over tax policy. Trump says he cut Musk out of EV decisions. Musk retaliated with an Epstein accusation. Trump threatened to end Musk's government subsidies. US regulators may target Musk's companies like Tesla and SpaceX. The FCC, FDA, EPA, NHTSA, FAA, and SEC oversee Musk's various ventures.
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News and Media
Harvard's foreign student population has increased significantly. President Trump is using border control to influence higher education. He is targeting universities with large international enrollments. A judge temporarily blocked Trump's order against Harvard. Other universities like Columbia are also under scrutiny.
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News and Media
Sandip Sabharwal discusses the compelling nature of gold due to global uncertainties and monetary policy issues, while the outlook for silver is less clear, despite a historical correlation between the two. China's rare earth magnet supply restrictions are impacting various industries, particularly autos, creating near-term uncertainty.
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News and Media
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