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Global equities are performing well despite concerns about tariffs and geopolitical issues. Investors are seemingly ignoring negative news, and the rising index is compelling bears to reallocate to equities. Emerging markets, particularly India, are benefiting from global investors diversifying their portfolios beyond the US, driven by positive ETF flows and a search for new investment destinations.
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News and Media
Waaree Energies U.S. subsidiary has secured a 540 MW solar module contract from a leading American developer, with deliveries split between 2025 and 20272028. This deal follows two other major U.S. orders, reinforcing Waarees North American expansion plans. The company is also doubling its Texas capacity and holds an order book of 25 GW through 2027.
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News and Media
SBI Securities' Sunny Agrawal anticipates a constructive second half for equity markets in 2025, driven by rate cuts, tax benefits, and revived capex. He suggests focusing on rate-sensitive sectors and themes like steel tubes and railway wagons. While geopolitical tensions may cause short-term crude oil volatility, overall, prices are expected to remain benign, benefiting various domestic sectors.
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News and Media
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