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HARSH MADHUSUDAN GUPTA
ETMarkets PMS Talk: Markets in a correction, not a bear phase - Ionic Asset’s Harsh Madhusudan GuptaWhile tariffs have been worse than Trump's first term, they have not been as bad as expected. Repeated reversals on Canada/Mexico policy an...
11 Mar, 2025, 09.01 AM IST
Harsh Gupta Madhusudan on key indicators to monitor ahead of BudgetI think that there should be some more not exactly freebies or welfare, but something more attuned towards consumption and we were already ...
10 Jun, 2024, 02.27 PM IST
Stage set for Modi 3.0; which sectors are likely to see growth?With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing thei...
05 Jun, 2024, 08.06 PM IST
Thematic focus on infra, renewables and real estate likely to continue: Harsh Gupta MadhusudanChinese valuations are roughly half of India's, but Chinese earnings growth is also significantly lower. The China trade is more tactical a...
03 Jun, 2024, 08.01 AM IST
4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift CityHarsh Gupta Madhusudan analyzes the influence of FIIs on the Indian market and the evolving narrative regarding BJP's election chances. He ...
15 May, 2024, 09.29 AM IST
Budget needs to offer growth impetus, says PM ModiIndia may have emerged as a bright spot in an otherwise turbulent global world but the government needs to provide new growth impulses in t...
14 Jan, 2023, 12.47 AM IST
How Cyrus Mistry is planning to fix what isn't working at the Tata GroupCyrus Mistry spent much of the first year as chief of the 92-co Tata group creating fresh foundation and figuring out what’s working and wh...
02 Dec, 2013, 10.54 PM IST