2025-07-03Niranjan Ghatule
Despite a weakening US economy and rising tariff concerns, Coforge hits an all-time high while major Indian IT players like TCS, Infosys, and HCL Tech remain below their peaks. With Q1 results approaching and rate cuts on the table, is this the perfect entry point for IT investors?
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2025-06-09Niranjan Ghatule
Global markets rally as strong US job data reduces chances of early Fed rate cuts. President Trump intensifies pressure on the Fed while signaling a shift toward trade deal-making. Renewed US-China talks, easing of rare earth restrictions, and revived Boeing deliveries boost optimism. India also stands to gain as US delegation extends stay, hinting at progress in trade negotiations.
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