Paras Bothra from Ashika Investment Manager anticipates market buoyancy in the latter half of 2025, driven by improved fundamentals and potential interest rate cuts. While geopolitical tensions and primary market supply may cause volatility, sectors like financials, defence, and discretionary consumption appear promising. He advises long-term investors to focus on disciplined SIPs in equities, leveraging the potential for wealth compounding.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts
June 30, 2026