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The Competition and Markets Authority is taking the action following a review of online pricing and sales practices.
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News and Media
India's market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain highlights rate-sensitive sectors, consumption, and an out-of-consensus overweight on IT as potential growth areas. He notes that while a global AI stock consolidation could benefit India, a broader correction might lead to multiple contractions.
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News and Media
India's market is regaining investor interest. Economic data shows strength. Valuations are becoming reasonable compared to peers. Geopolitical worries are easing. While not yet a direct AI boom player, India's fundamentals are improving. Trade deals with the US and EU are anticipated. This shift is making India a more attractive investment destination.
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News and Media
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