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Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw Irani

Indian markets are in a good spot with constructive investor sentiment. Elevated crude oil prices are a concern, but a resolution could boost macro stability. Corporate earnings are showing resilience, especially in mid and smallcaps. While the current quarter may see margin pressure, growth is expected to recover.

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economictimes.indiatimes.comStai leggendo4 h fa

Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw Irani

Helios MF CEO Irani reports mid-20s% midcap earnings growth in India despite Q1 crude headwinds from GCC tensions, with recovery expected from Q2 onwards. An explicit IT sector avoid — driven by AI margin compression risk — signals rotation toward mid/smallcap discretionary and EMS names.

originale

newsbytesapp.com2 h fa

Is Indian stock market headed for a bull run again?

A sharp rebound in midcaps and strong domestic inflows are fueling hopes that the worst market turbulence may be over, though uncertainty about a sustained bull run persists.

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lunedì 25 maggio 2026·economictimes.indiatimes.com
Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw Irani
Indian markets are in a good spot with constructive investor sentiment. Elevated crude oil prices are a concern, but a resolution could boost macro stability. Corporate earnings…
lunedì 25 maggio 2026·newsbytesapp.com
Is Indian stock market headed for a bull run again?
A sharp rebound in midcaps and strong domestic inflows are fueling hopes that the worst market turbulence may be over, though uncertainty about a sustained bull run persists.