Vikas Khemani, founder of Carnelian Asset Advisors, predicts a structural upswing in Indian equity markets as key triggers unfold, including tariffs, corporate earnings, RBI policy, and SEBI regulations. He expects a decisive rally once the US interest rate cut occurs, boosting foreign investment.
BofA initiates coverage on Polycab, KEI with buy ratings; sees up to 22% upside
BofA expects India’s wires and cables industry to grow at a 14% compound annual rate between FY26 and FY29, supported by spending on infrastructure, renewable