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Niket Shah, CIO of Motilal Oswal Mutual Fund sees Indian earnings recovery in the third quarter due to a strong festive season marked by double-digit growth in sales, and increased government capex.
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ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Michael Baker of D.A. Davidson says Walmart’s size and scale gives it enough heft to push back on supply-chain pressures, adding that the company will be able to manage the impact from tariff wars more than other U.S. retailers. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Power Lunch Manish Kabra, head of U.S. equity at Societe Generale, joins CNBC’s ‘Power Lunch’ to discuss stock picks ahead of expected reshoring 02:49 8 minutes ago Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Steve Auth, Federated Hermes equities CIO, joins CNBC’s ‘The Exchange’ to discuss expectations for how Trump’s trade policy will impact U.S. growth. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Dory Wiley, president and CEO of Commerce Street Holdings, joins CNBC’s ‘Power Lunch’ to discuss why the post-election rally still has legs, the case for small cap banks, and more. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Squawk Box Alejandro Mayorkas, Homeland Security Secretary, joins CNBC’s ‘Squawk Box’ to discuss the department’s newly unveiled AI safety recommendations. 07:19 an hour ago Source link