Indonesia, Nepal unrest impacts Indian consumer firms
Political unrest in Indonesia and Nepal threatens growth for Indian consumer companies like Godrej, Dabur, and ITC, according to Macquarie. The situation in Nepal remains uncertain, while Indonesia has stabilized.
Brokerages provide insights on Phoenix Mills, RIL, Bajaj Finance, and various sectors including consumer, auto, and telecom. Analysts discuss company developments, sector trends, and potential policy impacts.
JPMorgan: Crypto Market Structure Act likely to pass mid-year
JPMorgan predicts the Crypto Market Structure Act will likely pass by mid-2026, potentially transforming the crypto market and attracting institutional investors.