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.
Nifty to consolidate between 25,850–26,300 in coming weeks: Rajesh Bhosale
Indian markets opened muted, with Nifty hovering near 26,000 as momentum cooled post-record highs. Broader markets face strain, prompting caution. Analysts suggest Nifty will consolidate