ETMarkets Smart Talk | Crude, monsoon hold the key to market direction in H2 2025: Bay Capital’s Nikunj Doshi

Nikunj Doshi of Bay Capital anticipates that crude oil prices and monsoon progress will significantly influence Indian equities in the second half of 2025. He highlights opportunities in consumption, digital-first businesses, and financial services. Doshi believes India is becoming a core portfolio allocation for global funds due to its strong growth and macro stability.

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