Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

Kotak Institutional Equities reports a weak earnings environment. Management commentary remains neutral. Nifty earnings growth is expected to be around 10%. Optimism exists regarding tariffs and geopolitics. Concerns persist about a global slowdown. Investors are closely watching RBI’s liquidity support and interest rates. A good monsoon is anticipated to boost consumption. Regulatory changes are expected to ease business operations.

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