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Anshul Saigal anticipates a positive market turnaround with reasonable valuations and improving earnings ahead of the festive season. He is bullish on discretionary consumption, defence, and renewables, citing government push and regulatory easing for NBFCs. These sectors are poised for significant tailwinds and growth opportunities.
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News and Media
The U.S. economy is experiencing a puzzling 4% growth with minimal job creation, a phenomenon not seen in 60 years. While corporate capital expenditures soar, the Federal Reserve is easing due to labor market concerns. This dichotomy is attributed to either successful AI implementation amid falling labor supply or broad business caution and a narrow AI-led capex boom.
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News and Media
Hindustan Zinc may gain from silvers 63% rally this year, with analysts noting its exposure is underpriced, offering potential valuation upside for parent Vedanta.
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News and Media
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