Nilesh Shah from Envision Capital expresses optimism about the Indian market due to easing geopolitical tensions and moderate inflation. He anticipates growth driven by GST 2.0 and increased infrastructure spending. While cautious on large-cap IT, he remains bullish on the alcobev sector, citing premiumization and growing consumer relevance as key drivers.
Market Wrap: Sensex falls 142 points, Nifty holds 23,900; HDFC Bank shares tumble 3%
Indian stock market closed in the red, with benchmark indices Sensex and Nifty falling up to 0.2% as Iran-US tensions simmered and rupee declined. Broader
May 27, 2026