Second-quarter earnings will be led by the banking and finance, consumer, and automobile sectors and dragged down by commodity sectors such as metals and oil and gas, said Gautam Duggad, institutional research head, Motilal Oswal Financial Services. “We expect companies in our coverage universe and Nifty earnings excluding metals and oil and gas to post a 30% year-on-year growth in the September quarter,” he said.
India’s weight in global emerging-market ETFs rises again
India’s weight in major global emerging-market ETFs has begun to recover recently. This rise follows a steady decline over the past year, showing improved performance.
August 25, 2026