Domestic cyclicals like banks, auto and capital goods are likely to lead earnings growth while healthcare and technology may clock a moderate earnings growth. Motilal Oswal sees Nifty earnings growing by 21% YoY in Q2 while Kotak Equities has predicted 23% growth.
India’s rich pivot to real estate after stock returns falter
Investors in India are increasing their allocations towards high-yielding assets in real estate and logistics. Recent data shows a significant rise in investments through Alternative