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DOORDARSHI INDIA FUND
India’s domestic growth story still strong despite global headwinds: Rajeev AgrawalGlobal markets face uncertainty. Rajeev Agrawal from DoorDarshi India Fund sees India's economy as resilient. He focuses on domestic busine...- Rajeev Agrawal prefers domestic cyclicals as global markets stay concentrated in AI tradeMarket expert Rajeev Agrawal highlights AI's dominance in global equity trends, benefiting semiconductor-heavy economies like Korea, while ...
- War uncertainty deepens market rout; Rajeev Agrawal urges disciplined investingGlobal stock markets are experiencing high volatility. Geopolitical tensions and rising oil prices are causing sharp sell-offs. Investors a...
- More US rate cuts, cheaper oil ahead? How Trump’s Venezuela stance could help IndiaUS policy shifts on Venezuela oil and expectations of deeper US rate cuts could stabilise crude prices and revive foreign investor interest...
- Policy and consumer momentum driving Indian markets: Rajeev AgrawalRajeev Agrawal notes the US government shutdown's negative impact on American sentiment and spending, though India's markets remain largely...
- Exports to feel the pinch of US tariffs, domestic plays safer bet: Rajeev AgrawalAs US tariffs on Indian goods take effect from August 27, experts warn of a hit to export-heavy sectors like textiles, auto components, and...
- Retail flows keep markets strong despite global uncertainty: Rajeev AgrawalRajeev Agrawal highlights the escalating tensions between the US and India over tariffs and Russian oil imports, emphasizing the need for c...
- Tariffs not the endgame, just opening moves: Rajeev AgrawalRajeev Agrawal of DoorDarshi India Fund suggests Trump's new tariffs are opening moves in a broader geopolitical strategy, not just a trade...
- Sectoral divergence growing, markets watching both macros and micro moves: Rajeev AgrawalRajeev Agrawal of DoorDarshi India Fund expresses concern over the lack of progress in India-US trade negotiations, especially compared to ...
- NBFCs may outperform banks as rate cut fears weigh on NIMs: Rajeev AgrawalRajeev Agrawal of DoorDarshi India Fund suggests that while Indian markets are rising due to strong FPI inflows and positive macroeconomic ...
- Current calm in markets may reverse if geopolitical developments worsen: Rajeev AgrawalRajeev Agrawal of DoorDarshi India Fund suggests Indian markets remained resilient due to India's calibrated response to a terrorist attack...
- 90-day tariff pause not a reversal, just prolongs market uncertainty: Rajeev AgrawalRajeev Agrawal of DoorDarshi India Fund suggests navigating market volatility stemming from President Trump's tariff policies. He believes ...
- Reciprocal tariffs opening gambit for negotiations; India’s key exports positioned at a lower tariff compared to rivals: Rajeev AgrawalRajeev Agrawal from DoorDarshi India Fund explains that Trump’s tariffs will start high to push negotiations and significantly impact the U...
- Trump tariff impact to be more stock specific rather than sectoral: Rajeev AgrawalRajeev Agrawal of DoorDarshi India Fund emphasizes the need for company-level tariff adjustments due to varying export percentages, especia...
- Rajeev Agrawal on tariff uncertainty and its impact on global marketThe markets are very nervous precisely because there is a lot of uncertainty and as we all know markets do not like uncertainty. And the ne...
- Uncertainty in US policy driving FII caution in Indian markets: Rajeev AgrawalWe like to buy things when they are on discount, when they are on sale, and right now we are seeing a lot of opportunities. So, we are nibb...
- Market pullback offering fresh opportunities for savvy investors: Rajeev AgarwalWe also know that the two candidates have very different policies and the longer it drags on, the more the uncertainty will be there. And d...
- India flavour of the world now; hope RBI cuts rate this year: Rajeev AgarwalRajeev Agarwal from DoorDarshi India Fund discussed the potential impact of anticipated rate cuts by the Fed and the RBI on the economy. Wi...
- A heavy monsoon season is great news for these Indian stocksStocks of Indian firms reliant on rural demand are rising with optimistic monsoon forecasts. Motorcycle, farm-equipment, and FMCG companies...
- Buffett says India has 'unexplored' opportunitiesBuffett's remarks came at Berkshire's annual meeting on Friday when Rajeev Agarwal of DoorDarshi Advisors, a US-based hedge fund that inves...
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