Seth R Freeman discusses the conflicting signals in the market, with equity upticks clashing with bond yield concerns. He notes the weakening dollar’s positive impact on emerging markets, particularly Brazil, while India’s prospects hinge on geopolitical factors, especially China. Given current uncertainties like trade tensions, Freeman favors fixed income as a safer investment for the remainder of the year.
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