Shankar Raman says: “While there could be some anxiety around political outcomes, extreme outcomes seem unlikely. As such, if global conditions, especially on liquidity, remain stable, funds may be wary of the risk of sitting out (being in cash) rather than being invested. If so, they may not choose to take large cash calls ahead of the elections.”
Earnings growth likely to bottom out in Q2 FY26: Motilal Oswal’s Sneha Poddar
Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in
June 8, 2025