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Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar

India's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainties and slowing growth. Expert Aditya Kondawar notes IT's valuation correction, while highlighting potential in automotive software firm KPIT. He remains bullish on consumption themes like autos and FMCG, anticipating a multi-year growth cycle driven by rising demand and EV adoption.

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economictimes.indiatimes.com

thehindubusinessline.com

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AI · summaries

thehindubusinessline.com1 mese fa

IT sector leads Dalal Street's winning streak; crude slump, Japan deals lift sentiment

The IT sector's rebound fuels gains on Dalal Street, amidst positive macroeconomic indicators and Japan's investment boost.

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economictimes.indiatimes.com1 mese fa

Avoid expensive themes, focus on valuations and stock picking: Samit Vartak

Small-cap valuations hit rare 25th percentile (5-yr) with +25% earnings; Vartak warns AI acquisitions risk poor execution. Avoid expensive themes (defence, power); favour undervalued exporters (textiles, specialty chemicals, CDMO) with >20% growth outlook.

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Timeline cronologica

lunedì 29 giugno 2026·economictimes.indiatimes.com
Avoid expensive themes, focus on valuations and stock picking: Samit Vartak
Indian equities have rebounded significantly, yet investor sentiment remains cautious due to ongoing geopolitical uncertainties. Despite this, strong corporate earnings,…
martedì 30 giugno 2026·economictimes.indiatimes.com
Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts anticipate…

Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar

Confronto fonti

IT sector leads Dalal Street's winning streak; crude slump, Japan deals lift sentiment

Avoid expensive themes, focus on valuations and stock picking: Samit Vartak

Timeline cronologica

Avoid expensive themes, focus on valuations and stock picking: Samit Vartak

Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycle

India's underperformance sets stage for recovery, says JM Financial's Deepak Gupta

IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi

Lower crude, easing FII selling brighten market outlook; large-cap financials offer better value: Kunal Vora

Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and others

Crude oil correction could be India's next big market trigger: Rohit Seksaria

Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar

IT selling nearing an end; banks and FMCG remain top bets: Neeraj Dewan

IT sector leads Dalal Street's winning streak; crude slump, Japan deals lift sentiment

Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani

Indian IT firms likely to report muted Q1 growth amid AI spending, macro uncertainty - The Economic Times