“We see market performance to be more stock specific and companies exposed to the domestic economy with healthy cash generation and leaner balance sheets should do well. We continue to remain positive on the banking sector – the sector has seen improvement in its asset quality resulting in a decline in overall credit cost.”
Valuations turn attractive as markets look beyond uncertainty: A Balasubramanian
Amidst geopolitical uncertainty, market expert A Balasubramanian suggests the worst may be nearing an end, with improving macro signals and reasonable valuations in Indian equities.
April 10, 2026