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India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari
Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global capital flows and domestic growth drivers could lead to modest returns. Investors are looking towards sectors like energy security and defence for future opportunities as the AI trade potentially fades.
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economictimes.indiatimes.com
Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market
India's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreciating rupee pose risks. Marcellus…
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Pankaj Pandey identifies defence, pharma and consumption as core stock picking themes
Indian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pressure, broader market impact is expected…
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Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global Research
BofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI capex, though Indian equities may lag…
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Morgan Stanley says Indian stock market poised for strong year ahead. Here’s why
Morgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flows. The brokerage expects sustained…
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India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari
Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global…
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Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty
Indian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may see modest downgrades. The June quarter…
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India Inc sails past fourth-quarter estimates, but oil shock clouds outlook
Indian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy money. However, the ongoing Iran conflict…
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thehindubusinessline.com
India equities poised for strong year ahead as earnings cycle revives: Morgan Stanley
In its India Equity Strategy Playbook for Asia Pacific, the global brokerage said that Indian corporate earnings are entering a fresh upcycle and could sustain momentum for…
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m.economictimes.com
Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investors
Market confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those buying over the next three to five…
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Defence, power and import substitution are emerging as long-term winners: Prateek Agarwal
Indian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performance. Foreign investors are reducing…
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ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook
Helios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening fundamentals. Speaking at the ET Alpha Wealth…