Indian companies with strong cash flows and credit profiles will remain resilient despite the rupee’s 5% decline against the US dollar in the last two years, according to Moody’s. Only six out of 23 rated firms may face risks, but they possess mitigating factors like government ties, natural hedges, and active debt management to offset the impact.
Broad-based domestic tailwinds to drive midcap outperformance: Daljeet Kohli
Daljeet Kohli of Roha Asset Managers LLP expresses strong optimism for the Indian domestic market, citing factors like rate cuts, increased liquidity, and a favorable
July 17, 2025