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Market expert Sandip Agarwal expressed caution on the Indian IT sector, citing low single-digit growth and high valuations for large caps. He believes current rallies are tactical, not fundamental, and sees potential bottoming out when multiples contract. Agarwal favors platform companies and is highly bullish on India's consumer tech "Mag-7" for long-term growth.
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A major cyberattack on Jaguar Land Rover has halted global manufacturing, leaving customers in the dark about their vehicle deliveries. The UK government has stepped in with a 1.5 billion loan to support suppliers, a move experts deem risky but necessary to mitigate economic fallout.
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Kedar Kadam emphasizes that while record SIP inflows indicate a strong structural shift in Indian investing, many investors lack clear financial goals. He advocates for intentional, goal-oriented investing to navigate global uncertainties and market volatility. A selective, disciplined approach, focusing on quality growth and due diligence, is crucial amidst stretched valuations and evolving market dynamics.
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