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Deven Choksey of DRChoksey FinServ believes Tata Motors' stock price reflects current guidance cuts. Uncertainty around tariffs and trade agreements caused the cuts. He suggests the company's future prospects, including JLR's EV roadmap, are promising. Choksey sees potential for rerating once JLR is separately valued. He recommends buying opportunities at 600-660.
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News and Media
China's export surge, fueled by government policies and a slowing domestic economy, is reshaping global trade. As Trump's tariffs redirect Chinese goods, countries worldwide face increased competition and potential economic disruption. This new "China shock" presents challenges for nations navigating trade relations and geopolitical alignments, forcing them to consider protectionist measures or risk economic consequences.
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News and Media
Puneet Sharma of Whitespace Alpha advises caution for investors in 2025. He suggests a phased approach using SIPs and structured debt. Sharma highlights India's strong domestic demand and earnings cycle. He sees manufacturing exports and rate-sensitive sectors as attractive themes. Sharma notes the strength of domestic flows in Indian equities. He advises caution on commodities and some tech IPOs.
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News and Media
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