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Ed Miliband says "zonal pricing" or reformed national pricing are the only available options to overhaul the energy market.
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News and Media
Bernstein's MD, Venugopal Garre, maintains a positive outlook on the Indian market with a Nifty target of 26,500, citing improvements in macro conditions and potential rate cuts. Despite global uncertainties and trade tensions, Garre anticipates better capital expenditure and consumption, though not enough for extraordinary returns. Portfolio strategy emphasizes domestic recovery candidates with some defensiveness, overweighting financials, telecom, and utilities.
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News and Media
Pankaj Pandey suggests a potential US tariff leeway for certain auto segments, benefiting companies like Tata Motors. While cautioning against a broad-based approach to exporters due to potential US slowdown, Pandey favors domestic-driven sectors like banking and cement. He highlights positive developments in the BFSI sector and strong performance from Dalmia Bharat, indicating a recovery for the cement industry.
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News and Media
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