Hello everyone, after a short delay of around ~9 months, I ve finally decided to pen down my first travelogue! Please do excuse any oversights/ mistakes that I might possibly make, thanks! Let s
Indian equities, led by Reliance Industries, showed gains. Various sectors surged, with expectations of steady Fed rates in May 2024. Trent rises over 6% post solid Q4 results.
Sandip Sabharwal expresses concerns about the IT sector due to unclear growth trends and excessively bullish management on margins. In auto stocks, Maruti s resurgence cycle looks promising, while ICICI Bank stands out among private banking majors. Skipping the IT sector is advised, with cautious optimism towards Apollo Hospitals and turnaround banks.