Mirae Asset’s Siddhant Chhabria anticipates a multi-year consumption upcycle in India, fueled by easing inflation, tax reliefs, and a rural rebound. The fund is overweight on consumer discretionary stocks, expecting them to outpace staples due to faster growth potential and margin recovery. He highlights the potential impact of the 8th Pay Commission and tax benefits on discretionary spending.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026