Poonam Gupta said improving monsoon conditions and resilient domestic activity have strengthened India's growth outlook despite persistent geopolitical tensions.
Crypto and prediction markets are two growing sectors that the Trump Administration has sought to boost with an industry friendly regulatory framework.
Parag Parikh Flexi Cap Fund is currently India's largest mutual fund by AUM at Rs 1,48,429 crore, followed by HDFC Flexi Cap Fund and HDFC Balanced Advantage Fund.
Positive Indigenisation Lists are structurally positive for Indian defence companies as they create a domestic demand pool by mandating local sourcing of identified defence equipment and components, believes the brokerage.