India’s macro setup stable, but markets await earnings firepower: Hemang Jani

July 3, 2025

Hemang Jani suggests favoring Swiggy, Eternal, or Policybazaar over Nykaa among new-age companies, citing Nykaa’s lackluster performance. He anticipates stable market conditions with a focus on the upcoming earnings season and potential sector rotation. While IndusInd Bank shows revival signs, Jani expresses near-term caution on the banking sector as a whole.

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Stock selection holds key as earnings & valuation gaps widen: Tata MF’s Chandraprakash Padiyar

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