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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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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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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
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