“Directionally I see things being fine, not only domestically but even if, let us say, the global geopolitical tensions, tariff…
Tag: Macros
Hybrid funds the way forward amid soft macros and valuation reset: Vetri Subramaniam
“Very hard for companies to take a call on where to build capacity, how to build capacity when you have…
GDP vs stock market: Is there a correlation? Here’s what Pinetree Macro’s Ritesh Jain says
It is often believed that higher GDP growth rate should translate to higher company earnings, which should result in higher…