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Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya Shah
A delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector's long-term outlook remains robust. Experts highlight auto ancillaries as a key growth area, with electric mobility a significant long-term theme. Financials, especially Kotak Mahindra Bank and private sector lenders, along with chemicals and pharma, are also favored for their investment potential.
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thehindubusinessline.com
Auto sector to see sustained demand; 2W, PV to post healthy growth in June 2026: Report
The auto sector anticipates robust demand in June 2026, with significant growth in two-wheelers and passenger vehicles, reports indicate.
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economictimes.indiatimes.com
Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya Shah
A delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector's long-term outlook remains robust. Experts…
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Below-normal monsoon won't derail rural demand, says Nomura's Mihir Shah
Despite fears of a weaker monsoon, Nomura's Mihir Shah anticipates muted impact on rural demand due to healthy reservoir levels and improved irrigation. El Niño's influence is…
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Auto sector still robust, but limited upside left at current valuations: Anand Tandon
Market expert Anand Tandon observes that while the Indian auto sector shows resilience, its optimism is largely priced into current valuations, which appear stretched globally. He…
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Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MF
Indian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exports, particularly in two-wheelers, are…
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Nitin Raheja bets on auto, consumer durable sector; stays cautious on IT
Auto demand shows surprising strength despite market jitters, with premium and EV segments leading the charge. Consumer durables are set for a better year, boosted by strong…