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Operation Sindoor not only served as retaliation for the Pakistan-sponsored terror attack but also provided a rare platform for India to demonstrate its military prowess. The four-day 'near-war' saw the deployment of a diverse arsenal comprising Russian, French, Israeli, and indigenous equipment.
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News and Media
India is in a sweet spot in post Tariff war 2.0 world. US has started its China derisking policy during Mr. Trumps first term through Tariff war 1.0 and in second term its de risking strategy is getting bigger.
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News and Media
ICICI Prudential AMC advocates revisiting quality stocks as a long-term portfolio anchor amidst market volatility and tempered earnings expectations. Ihab Dalwai highlights the underperformance of quality stocks in recent years, presenting a favorable entry point for long-term investors. The fund emphasizes reasonable valuation, earnings resilience, and bottom-up stock picking across sectors and market caps.
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News and Media
The fourth quarter earnings season is gaining traction, with key companies like Airtel, Tata Motors, and Cipla set to announce their results. Tata Motors anticipates flat revenue growth and margin pressure, particularly in its JLR business. Hero MotoCorp expects modest revenue growth driven by improved average selling prices, with profitability projected to rise in the high-single digits.
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News and Media
Traders believe the 10-year benchmark is likely to settle near 6.32-6.34%, following the recent border de-escalation and ceasefire announcement.
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News and Media
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