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Andrew Ferris of Ecognosis Advisory suggests that inflation is rising. He believes the Federal Reserve will not cut interest rates in September. He finds the S&P 500 overvalued. Ferris highlights that Indian, South Korean, and Taiwanese markets are performing well. He also notes the strength of defence stocks due to ongoing global conflicts.
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News and Media
Nykaa shares rose 5.4% to Rs 215.95 after brokerages reaffirmed bullish views post-Q1 results. Net profit jumped 79% YoY to Rs 24 crore, revenue grew 23% to Rs 2,155 crore, and GMV climbed 26% to Rs 4,182 crore. Nuvama and JM Financial maintained Buy ratings, citing strong beauty growth, improving fashion performance, and margin expansion potential.
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News and Media
Nikhil Ranka from Nuvama Asset Management suggests that the market has corrected, presenting an 89% upside from the Nifty's fair value. IT stocks appear to have limited downside, trading at levels seen during peak tariff uncertainty. The banking sector anticipates a soft Q2 due to NIM decline, but expects earnings to recover from Q3.
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News and Media
Indian exporters are scrambling for options to mitigate the fallout of US President Donald Trump's threatened tariff salvo against the world's most populous nation. Since Trump's tariff threats, Prime Minister Narendra Modi has spoken to both Putin and Ukrainian President Volodymyr Zelensky, urging a "peaceful resolution" to the conflict.
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News and Media
Muthoot Microfin CEO Sadaf Sayeed reports positive impacts from MFIN's guardrails, reducing multiple loan borrowers from 20% to 8%. Muthoot Microfin's overleveraged customers decreased to 1%. Despite a typically slow Q1, disbursements reached 175 crores, benefiting 311,000 borrowers. The company is focusing on existing customers with higher credit scores, introducing new loan products, and expanding into new territories.
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News and Media
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