Ashish Gupta of Axis Mutual Fund remains optimistic about market fundamentals despite global uncertainties. He notes improvements in GDP growth and positive economic indicators but highlights that earnings growth may be more company-specific rather than broad-based, with selective sectors showing better visibility.
Valuations turn attractive as markets look beyond uncertainty: A Balasubramanian
Amidst geopolitical uncertainty, market expert A Balasubramanian suggests the worst may be nearing an end, with improving macro signals and reasonable valuations in Indian equities.