The Indian real estate sector is at an inflection point with low debt and potential peak, while sales velocity is key for company valuations. Chemicals and banking sectors showed strong Q2 earnings, with auto results meeting expectations. Growth in two-wheelers is positive, but direct auto exposure is avoided due to valuations and EV transition concerns.
Markets in limbo as US–Iran uncertainty clouds global outlook: Geoff Dennis
Global markets are grappling with US-Iran standoff uncertainty, with conflicting signals leaving investors hesitant. Despite geopolitical tensions, oil prices remain below extreme forecasts, cushioning global
June 1, 2026