2025-03-27Ravi Mehta
The latest U.S. macroeconomic data for Q4 has been released, showing a mixed performance across key economic indicators. The GDP growth rate came in at 2.4%, beating expectations of 2.3% but slowing from the previous 3.1%. Jobless claims data also showed strength, coming in slightly lower than expected
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2025-03-18Niranjan Ghatule
This article provides insights from Nilesh Shah, MD of Kotak AMC, on the current stock market trends, FPI activity, and sectoral opportunities. It covers key themes such as India's structural growth, the impact of foreign investor selling, and strategic investment approaches. Shah emphasizes the importance of quality stocks over momentum, the role of AI and defense sectors
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