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.

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…

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…