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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 is expected to be challenging. Financials are an attractive sector with accelerating credit growth. Long-term opportunities lie in capital goods, renewable energy, and energy transition themes.

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economictimes.indiatimes.com

thehindubusinessline.com

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economictimes.indiatimes.comStai leggendo1 mesi fa

Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty

Credit growth to accelerate 14-20% over 6-12 months; IT services in 4-6 quarter transition before material AI implementation gains. Financials and energy transition offer structural upside; energy security becomes strategic priority, supporting capital goods for 3-5 years.

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thehindubusinessline.com1 mesi fa

India Inc's Q4 FY26 earnings were decent but Q1 FY27 could be bumpy: Kotak

Brokerage flags pressure on consumption sectors from elevated oil prices, sees strong profit recovery from FY27

Timeline cronologica

lunedì 1 giugno 2026·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…
lunedì 1 giugno 2026·economictimes.indiatimes.com
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…

Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty

Confronto fonti

Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty

India Inc's Q4 FY26 earnings were decent but Q1 FY27 could be bumpy: Kotak

Timeline cronologica

Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market

Pankaj Pandey identifies defence, pharma and consumption as core stock picking themes

Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideas

India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari

FII exodus, crude shock, and Rupee under pressure: Deepak Shenoy breaks down India's market storm

Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty

India Inc sails past fourth-quarter estimates, but oil shock clouds outlook

India Inc's Q4 FY26 earnings were decent but Q1 FY27 could be bumpy: Kotak

Defence, power and import substitution are emerging as long-term winners: Prateek Agarwal

Avoid chasing IT rally, focus on power and steel plays: Neeraj Dewan