Arvind Sanger of Geosphere Capital Management suggests that Indian equity markets may have bottomed out despite global recession concerns. He highlights India’s resilient domestic economy and demand-led growth as factors contributing to its stability amidst trade tensions and policy ambiguity in the West. Sanger favors large-cap, domestic-focused, high-quality stocks in the current volatile global environment.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others