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サマリー
あらすじ・解説
The markets have been buzzing with activity — gold is outperforming equities globally, foreign investments are shifting, and India’s stock market seems to be in a league of its own. So, what’s driving these trends, and are we overlooking key signals?
That’s why in this episode, we’re breaking down the early signs and trends shaping both global and domestic markets.
Joining me again is Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund. With nearly two decades of experience, Sahil helps us decode the October DSP Netra report as we explore:
1. How gold and equity have performed in emerging economies
2. How India’s equity market stand against the rest of the emerging economies
3. What is driving the foreign investment flows and corporate funding in the country
4. Why promoters are selling small-caps and midcaps and what that means for you
5. Analyse how Chinese tech and Indian banking valuations stand
6. And how do the trends differ with consumer staples vs consumer discretionary.
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.