The problem of Pakistan couldn’t have come at a worse time for Indian stock market. Will it limit upside?

Rising India-Pakistan tensions have rattled investor sentiment, causing a sharp market selloff. Analysts say the impact appears short-term and sentiment-driven, with a potential rebound likely next week. Weak earnings momentum, particularly in IT and FMCG, adds to market concerns. Mid- and small-cap valuations remain stretched, and policy uncertainty is expected to keep equity market volatility […]

Global bond index inclusions to boost Indian bond market, drive foreign flows: Lakshmi Iyer

Lakshmi Iyer of Kotak Investment Advisors discusses India’s inward-focused economic strategy, fueled by rising rural and urban consumption and supported by the BFSI sector. Despite global growth concerns and fluctuating dollar dynamics, India’s bond market remains attractive due to domestic institutional support and potential US rate cuts, with impending global index inclusions further bolstering bond […]

Indian market to emerge stronger from global trade shake-up: Daljeet Kohli

Daljeet Kohli of Roha Asset Managers expresses surprise at the market’s sharp rebound following tariff war announcements. Kohli believes the market anticipates a rollback of tariffs and sees India as a potential beneficiary due to its inherent strengths. While acknowledging potential volatility, Kohli advises investors to remain calm and analyze individual company impacts rather than […]