Stock markets now seem to have digested the uncertainty related to global tariff wars on hopes of lesser disruption and trade agreements by major economies. India is arguably the best-placed market in the world and could grow riding on recover in earnings starting this year, with Nifty potentially delivering low double-digit earnings growth between 12-15%.
Volatility ahead, but oil spike from low base not inflationary yet: Sandip Sabharwal
Sandip Sabharwal suggests market reactions indicate a limited impact from the West Asia conflict, viewing corrections as buying opportunities, particularly in domestic sectors like financials
June 16, 2025