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Geopolitical tensions keep markets nervous despite strong earnings: Dipan Mehta
Geopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc. shows resilience with encouraging results from auto, NBFC, and FMCG sectors, investors remain cautious. Mehta advises selectively accumulating quality businesses available at reasonable valuations amidst this uncertainty, highlighting potential in tech, auto ancillaries, and defense.
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economictimes.indiatimes.com
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Geopolitical tensions keep markets nervous despite strong earnings: Dipan Mehta
Geopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc. shows resilience with encouraging…
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Rohit Singhania bets on financials, telecom and healthcare for alpha generation
Indian stock markets are becoming cautious. Geopolitical tensions and rising crude prices are impacting earnings outlook. Investors are in a 'wait and watch' mode. Higher…
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Earnings are strong, but margin pain is coming; Dharmesh Kant on 3 sectors worth owning now
Indian corporate profits are currently strong. However, rising input costs present a significant challenge ahead. Investors should remain patient and selective. Sectors like…