Nilesh Shah of Kotak AMC suggests that Indian equities appear promising compared to other emerging markets, with expected earnings growth in the high single to low double digits. Despite potential market volatility and global uncertainties, a long-term investment view is advised. He anticipates outperformance in midcap IT and consumer discretionary sectors, while cautioning about potential real estate and commodity disappointments.
Patchy rains may hit rural lending, banks stay cautious
Bankers are closely watching monsoon rains and their impact on rural credit. Uneven rainfall poses inflation risks for summer crops and rural incomes. A strong
July 29, 2026