In Sandip Sabharwal’s view, the broader Indian macro picture remains solid. He highlights that recent monetary easing and tax cuts are yet to fully impact the economy, suggesting there’s more strength ahead. With the market rallying from 21,800 to 24,300 recently, he believes that any minor corrections or sideways moves are part of a healthy market cycle, not a reason for concern.
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After serving Avenue Supermarts for over two decades, one of India’s richest CEOs Neville Noronha has decided to not renew his candidature at the parent company of DMart chain of retail stores. His term in the company ends in January 2026, a year from now, after which Unilever‘s Anshul Asawa will fill in his shoes….
Positioning for Canada’s infrastructure boom doesn’t mean buying the most obvious mega-project headline and hoping for the best on the TSX today. It means finding companies that can benefit from more building, more maintenance, and more demand for steel, services, and support work as governments and private players spend on transport, energy, industrial sites, and…