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BBCNEWS BBC News July 7, 2024

set of announcements in november and possibly beyond, as well, we are all being warned about these tough decisions to make but if it is a £50 billion black hole and they want to keep the triple lock on pensions, then major sacrifices are going to be made. ., ., ., be made. and important to point out that the briefings be made. and important to point out that the briefings ahead be made. and important to point out that the briefings ahead of be made. and important to point out that the briefings ahead of time - be made. and important to point out that the briefings ahead of time are l that the briefings ahead of time are part of the political calculations, something is coming out, ideas tested, because like so many things, not about this is about expectations, expectation is almost as important as underperforming and some absolute measure. rachael, stay with a french page of the financial times, stab at the front page. $550 billion knocked off market valuations for ....

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BBCNEWS The Context with Christian Fraser July 6, 2024

as assistant to the secretary of state, and the international trade economist rebecca harding. welcome to the programme. if at first you don t succeed, try, try and try again seems to be the game plan for kevin mccarthy in his bid to become the speaker of the house, after failing three times yesterday to get enough support from his party. but 2a hours on, the stalemate continues. he s lost twice again already today and now we are heading to a sixth vote, all because a small group of right wing republicans are blocking his path. some of them say they will never support him, no matter what concessions he gives. but mr mccarthy isn t backing down. this is the scene live in the house now, where that sixth vote is expected. nothing can go ahead until a new speaker is elected, no bills can be debated, no decisions made. so, it has to be resolved, no matter how long it takes. it could go on and on until some sort of deal is made behind the scenes. to give you a bit of history ....

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shibani sircar kurian: Mid- to high-teens earnings growth for next 2 years likely: Shibani Sircar Kurian

Shibani Sircar Kurian of Kotak Mahindra AMC provides insights on Nifty valuations, earnings stability, sector-specific investments, and market volatility. The analysis covers strong Nifty valuations supported by robust earnings growth amidst sector-specific opportunities in mid and smallcaps. ....

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Market valuations may be stretched but there are pockets of value, say experts

While some investors say valuations are unjustifiable going by the historic averages, others say it may well be deserved, given the strong fundamentals of the Indian economy ....

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Budget 2024: ETMarkets Smart Talk: There could be some populist measures in Budget 2024; allocate 70-75% in largecaps in 2024: Varun Saboo

Varun Saboo of Anand Rathi Shares and Stock Brokers, recommends allocating 70-75% of the portfolio to largecaps, with the remaining in small caps and only high conviction in mid-caps. He believes that valuations are high for midcaps but opportunities are available in large caps and small caps. He expects the upcoming Budget 2024 to focus on infra, power, and may include populist measures benefiting consumer stocks. Sectors like defence, power, and discretionary spends are likely to be in focus. ....

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