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.
US stocks: US market ends down as oil prices, Treasury yields rise
In a turbulent day for Wall Street, the markets faced declines primarily driven by disappointing performances from Alphabet and Amazon, compounded by increasing Treasury yields.