Fund managers and analysts who spoke to ET over the weekend expect the Sensex and Nifty to decline 5-10% by October, depending on the extent of the bounce in the dollar and US 10-year yields-both considered key signals for foreign money flows.
AI infrastructure and data centre plays could be the next big theme: Atul Suri
Despite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500 on the Nifty potentially