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Kotak Institutional Equities rebalanced its model portfolio, raising weights in InterGlobe Aviation and Pidilite Industries while dropping Dabur due to poor execution. Despite geopolitical tensions, markets remain resilient with strong FPI inflows. However, Kotak stays cautious on high valuations, muted earnings growth, and pressures in mid- and small-cap stocks.
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News and Media
It is not an end to the trade war, but it is a significant truce, writes the BBC's economics editor.
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News and Media
Chinese online retailers had previously relied on the "de minimis" loophole to ship low-value items to the US.
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News and Media
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