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On the largecap side, yes. So, as the results have trickled in and based on price movements, on the largecap side, few clear winners seem to be visible. If we see on the auto side, Mahindra & Mahindra, the way they have delivered on festival season numbers as well as the pickup in tractor sales and we have recently seen a correction in the stock price, so that looks reasonable. Bhati Airtel, again, the pickup in arpus has been quite strong and next two-three years should be quite good.
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With the US elections underway, early ballots indicate a tight race between Kamala Harris and Donald Trump. Markets had been betting on a Trump victory, but recent shifts in traditionally Republican states suggest growing support for Harris. Financial markets may react differently depending on the election outcome, influencing the US dollar and sector-specific stocks.
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News and Media
Bajaj Auto shares fell 5% after reporting a 2% YoY sales rise to 479,707 units in October, with domestic two-wheeler sales declining 8%, despite strong export growth.
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News and Media
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