Kotak Institutional Equities analyzes the Indian market’s optimism and sector valuations, predicting market reactions to BJP and NDA outcomes with a focus on corrections in specific sectors and the stability of major indices.
Wall Street closed lower as Middle East tensions and rising oil prices triggered inflation concerns and profit booking. Financials and tech stocks led declines, though
India’s economy faces a slowdown to 6.3% in fiscal 2027. Higher energy costs from the Middle East conflict will impact investment and exports. Despite this,
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