Sandip Sabharwal suggests that market macros are favorable with decreasing inflation and interest rates, alongside increasing government spending. He believes geopolitical tensions are easing, creating a positive environment despite investor hesitancy. While advising investors to remain invested, he suggests staggering new investments. He also notes Reliance’s potential for growth hinges on its investment cycle and cash flow generation.
Oil, inflation and uncertainty: James Knightley breaks down market risks
Geopolitical tensions in the Middle East, particularly concerning Iran, are creating significant market uncertainty and keeping investors on edge. Rising energy costs due to supply
April 7, 2026