Tag: Strategy
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Jahangir Aziz explains why Trump’s trade strategy is broader than tariffs
Jahangir Aziz, Head of Emerging Market Economics Research at JP Morgan, believes the markets may be underestimating the scope of the US administration’s trade...
Rahul Chadha’s investment strategy for industrial and consumer stocks
Shikhara Investment is taking a selective approach to the consumption space, favouring autos, hospitality, hotels, travel, and tourism, while staying cautious on certain consumer...
India pursuing calibrated divestment strategy to ensure market stability: DIPAM Secretary Arunish Chawla
The Indian government is following a carefully calibrated asset monetisation strategy to maintain market stability and protect investor interests, according to Arunish Chawla, Secretary...
Raamdeo Agrawal’s post-Budget investment strategy
While it is difficult to immediately assess where the tax savings from Budget 2025 revisions will flow, Raamdeo Agrawal, Chairman and Co-founder of Motilal...
