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Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip Sabharwal
Market expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate fundamentals offer stability. He views the Bharti-Prudential deal positively for FDI and sees potential tactical upside in the IT sector, while cautioning about Vodafone Idea's structural challenges and favoring private banks over PSUs.
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economictimes.indiatimes.com
Timeline cronologica
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Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip Sabharwal
Market expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate fundamentals offer stability. He views the…
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Market moves driven more by psychology than fundamentals: Samir Arora
Indian stock markets are caught between global worries and strong domestic company profits. Foreign investor activity, oil price swings, and economic news are shaping market mood.…
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Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatility
Despite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley. He favors selective investments in…
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Rising bond yields, oil prices keeping markets on edge; selective bets still emerging: Pankaj Pandey
Global markets are under pressure due to rising bond yields and geopolitical tensions. Higher crude oil prices are a key concern, potentially impacting sector margins. Investors…