“I’m not saying U.S. exports will collapse, but this uncertainty can impact earnings for a quarter or two for companies exporting to the U.S. The final impact will depend on how the negotiations evolve. That said, given the current context where many countries are being levied around 25%, it’s not drastically negative — everyone is … Read more
“We have been owning a lot of CDMO. So, the manufacturing as a basket is a very-very promising basket, I would say, to remain there. And the third bucket where generally speaking a little less choices are available but still you do have choices available which is in the consumption basket across the board and … Read more
“There are no major risks around from a fundamental perspective. Now, any news flow can develop which can create short-term volatility, which cannot be controlled. So, net-net I am not feeling very negative about markets,” says Vikas Khemani, Carnelian Asset Management.Lots is happening in the market right now. You have the Moody’s downgrade coming in … Read more
“I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices,” says Hemang Jani, Independent Market Expert.Now Goldman Sachs has come out with a … Read more