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Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.
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News and Media
Kotak Securities' Anindya Banerjee suggests silver may outperform gold due to strong base metal fundamentals. He notes that a rebound in the dollar index, supported by recent trade agreements and shifting Federal Reserve rate cut expectations, has pressured gold and silver.
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News and Media
China has initiated construction on a massive $167 billion hydropower dam in Tibet, raising concerns among environmentalists and neighbouring countries. The project, set to be the world's largest power plant, aims to boost China's economy and provide clean energy.
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News and Media
Despite initial fears of economic collapse due to U.S. policy shifts and trade shocks, the IMF projects a stable global growth of around 3.0-3.1%. While acknowledging potential risks from tariffs and policy changes, the IMF highlights offsetting factors like a weaker dollar and fiscal stimuli.
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News and Media
Indiqube Spaces shares experienced a decline after a weak stock market debut, trading below the IPO price due to investor concerns about valuation and profitability. Despite short-term skepticism, the company's business model in flexible workspaces and strong EBITDA margins offer long-term potential. Analysts suggest a neutral stance, closely monitoring performance and expansion strategies.
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News and Media
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