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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 exposure, particularly in heavily owned sectors like banking. While large-cap indices are weighed down by IT and banking, growth is strong in mid and small-cap segments, driven by themes like EVs, digital, and defence.
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economictimes.indiatimes.com
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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…