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India's earnings season is concluding with results meeting expectations. Management commentary is positive. Government initiatives and a good monsoon are expected to boost demand. Capital expenditure is growing steadily. Consumption is gradually improving. Experts advise a selective, long-term investment approach in sectors like industrials, focusing on solid businesses and valuations.
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News and Media
US equities show resilience as the government shutdown nears its end, prompting sector rotation out of technology. Investors are cautiously optimistic, but concerns over Fed rate cuts, labor market weakness, and high tech valuations, particularly for the Mag-7, are influencing market sentiment.
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News and Media
Markets are in a fair value zone with supportive macro conditions. Near-term returns are expected to be moderate due to upcoming IPOs. Investors should focus on steady opportunities. Precious metals require reasonable allocation. Indian interest rates are trending lower. Earnings are neither great nor weak. Global credit spreads and AI capex pose risks.
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News and Media
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